UPDATED 4/15/19
AGE 55, NO KIDS, SINGLE
IRA BALANCE $935,000
TRUST INHERITANCE $950,000
401K $98,000
STOCKS $79,000
CHECKING ACCT $22,000
RETIREMENT TARGET AGE OF 58
UPDATED 6/23/20
AGE 56, NO KIDS, SINGLE
IRA BALANCE $1,071,000
TRUST INHERITANCE $1,373,000
401K $134,000
STOCKS $138,400
CHECKING ACCT $29,000
RETIREMENT TARGET AGE: RETIRED JUNE 2020
(INVESTED IN VOLATILE TECHNOLOGY MUTUAL FUNDS FOR 30 YEARS)
UPDATED 4/1/21
AGE 57, NO KIDS, SINGLE
IRA BALANCE $1,440,000
STOCKS AND MUTUAL FUNDS $2,004,000
401K $176000
CHECKING ACCT $28,000
RETIRED JUNE 2020
P.S. - COVID SUCKS!
UPDATED 5/16/2023
AGE 59, NO KIDS, SINGLE
IRA BALANCE $1,473,000
STOCK AND MUTUAL FUNDS $1,712,000
MOVED 401K BALANCE INTO IRA ACCT
CHECKING ACCT $35,000
NO MORTGAGE
RETIRED JUNE 2020
I GOT CRUSHED IN 2021 LIKE MOST PEOPLE BUT AM STAYING THE COURSE BEING
IN VOLATILE TECH. MUTUAL FUNDS, CONSUMER DISC. FUNDS AND LARGE GROWTH FUNDS
WHAT A DIFFERENCE A YEAR MAKES COMPARING 5/16/2023 TO 5/16/2024
AGE 60, NO KIDS, SINGLE
IRA BALANCE $2,394,300
STOCKS AND MUTUAL FUNDS 2,454,700
CHECKING ACCT. $20,000
RETIRED JUNE 2020
HEAVILY INVESTED IN A.I. AND TECHNOLOGY STOCKS AND MUTUAL FUNDS INCLUDING NVIDIA BOUGHT 2022
UPDATED 12/5/2024
AGE 60, NO KIDS, SINGLE
IRA BALANCE $2,709,000
STOCKS AND MUTUAL FUNDS 2,617,750
CHECKING ACCT. $19,000
HEAVILY INVESTED IN A.I. STOCKS AND TECHNOLOGY MUTUAL FUNDS AND EFTS
PLAN TO MOVE PORTFOLIO INTO CONSERVATIVE ACCTS WHEN 6M REACHED