As a couple, we have been fully retired as of Jan. 2020. Started at 70/30 and have glided up to 95/5.
Enough short term bonds and cash funds for 1+ year expenses.
Plan to use dividends, SS and selling equities for expenses in 2025 and forward.
Started with 1.9 Mil in 2020 and have 2.4 mil now.
Annual expenses are ~110K and will go down at end of 2025 when house is paid off (28.8k/yr)
Enough short term bonds and cash funds for 1+ year expenses.
Plan to use dividends, SS and selling equities for expenses in 2025 and forward.
Started with 1.9 Mil in 2020 and have 2.4 mil now.
Annual expenses are ~110K and will go down at end of 2025 when house is paid off (28.8k/yr)
Statistics: Posted by FrankLUSMC — Fri Jul 05, 2024 8:55 am — Replies 441 — Views 64310