Welcome to the forum.I'm a first time poster and tried to follow the template - did I do this wrong?
One thing I noticed was your list of investments wasn't as informative as it might be. See example from the template below.
Include percentages in such a way that the entire portfolio adds to 100% instead of each account adding to 100%. Also include full fund names and expense ratios as shown below.
Regards,Taxable
xx% cash (for investing – do not include emergency funds)
xx% fund name (ticker symbol) (expense ratio)
xx% stock company name (ticker symbol)
His 401k
xx% fund name (ticker symbol) (expense ratio)
Company match?
His Roth IRA at Vanguard
xx% fund name (ticker symbol) (expense ratio)
xx% fund name (ticker symbol) (expense ratio)
His Rollover IRA at Schwab
xx% fund name (ticker symbol) (expense ratio)
Statistics: Posted by retired@50 — Fri Oct 10, 2025 6:47 pm — Replies 2 — Views 239