I currently have 984,000 dollars invested. I am 62 my wife is 60. I have a government pension in the amount of 90 thousand per year. My Wife has a pension of 8 thousand per year, she will collect social in two years. I do not get social security due to government pension. We owe 160 thousand on our home at 2.25 percent. We just recently took out a boat loan for 60 thousand at 7 percent. That is our debt. I currently am withdrawing about 20 thousand a year from my IRA. Other than that we live just fine off of our pensions. I am looking for advice on my portfolio any suggestions are greatly appreciated!!!
Vangaurd Money Market Fund 2,173.72
VBTLX $ 439,268.85
VBK $ 47, 534.82
VTI $ 397,740.59
DX $ 14, 945.01
GOOD $14,802.08
ET $15, 121.06
Vanguard Roth IRA
IQ $2,258.90
Vanguard Brokerage account
SO $ 50,052.95
Vangaurd Money Market Fund 2,173.72
VBTLX $ 439,268.85
VBK $ 47, 534.82
VTI $ 397,740.59
DX $ 14, 945.01
GOOD $14,802.08
ET $15, 121.06
Vanguard Roth IRA
IQ $2,258.90
Vanguard Brokerage account
SO $ 50,052.95
Statistics: Posted by Jniels — Fri Dec 22, 2023 9:39 am — Replies 2 — Views 133