20M E-3 married with one child
Assets:
(Fidelity) Roth IRA : $7170.03 (VOO) (soon to lump sum an additional 7000 due to high tax refund of 7,167)
Edit:
(Fidelity) Roth IRA : 14,168.85 (VOO) (my tax refund dropped today and I immediately parked the 7k max contribution into my IRA as of 02/23/2024)
Edit :
(Fidelity) Roth IRA :22,647.20 (VOO) (Opened and funded IRA under stay at home spouse)
HYSA : 15,672.93 (CITBANK 5% interest)
Edit :
HYSA : 10,000 (Poppy Bank 5.50% APY)
TSP : 2,712.92 (recently changed from L Fund 2065 100% to 80% C fund and 20% S fund. Though I am contributing 5% I am not yet being matched as I joined august 2022.)
Taxable brokerage account: 1,694.97 (with MooMoo, mostly VOO, a few selected stocks such as AMZN & TSLA)
Checking account : 2000
Joint account for stay at home wife: 300 (I give her 25% of each paycheck for her personal wants and buy necessities with the remaining 75% then save whatever remains)
Debt:
No debt as of current, revolving credit cards paid off monthly, nothing affecting long term, though I do hope to buy a home sometime in the next 5 years (credit score 760)
Note: writing this on staff duty so hopefully I didn’t forget anything. (I posted this to the subs I read most so apologies if you’re in all of r/leanfire r/personalfinance r/fire & r/militaryfinance)
Criticism is welcome, but constructive input will be appreciated. I don’t mind editing screenshots in for a more visual outlook. Thanks in advance.
Assets:
(Fidelity) Roth IRA : $7170.03 (VOO) (soon to lump sum an additional 7000 due to high tax refund of 7,167)
Edit:
Edit :
(Fidelity) Roth IRA :22,647.20 (VOO) (Opened and funded IRA under stay at home spouse)
Edit :
HYSA : 10,000 (Poppy Bank 5.50% APY)
TSP : 2,712.92 (recently changed from L Fund 2065 100% to 80% C fund and 20% S fund. Though I am contributing 5% I am not yet being matched as I joined august 2022.)
Taxable brokerage account: 1,694.97 (with MooMoo, mostly VOO, a few selected stocks such as AMZN & TSLA)
Checking account : 2000
Joint account for stay at home wife: 300 (I give her 25% of each paycheck for her personal wants and buy necessities with the remaining 75% then save whatever remains)
Debt:
No debt as of current, revolving credit cards paid off monthly, nothing affecting long term, though I do hope to buy a home sometime in the next 5 years (credit score 760)
Note: writing this on staff duty so hopefully I didn’t forget anything. (I posted this to the subs I read most so apologies if you’re in all of r/leanfire r/personalfinance r/fire & r/militaryfinance)
Criticism is welcome, but constructive input will be appreciated. I don’t mind editing screenshots in for a more visual outlook. Thanks in advance.