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Updated almost 9 years ago,

User Stats

9
Posts
1
Votes
Geoff Blinks
  • Vancouver, BC
1
Votes |
9
Posts

Here are my financials. How should I invest?

Geoff Blinks
  • Vancouver, BC
Posted

Hello. I would like to share my financial situation with you in hopes that you can help me formulate a solid investment strategy. Here are my current holdings: 

  • $28K in Money Market Savings 
  • $13K Roth IRA $10K in Wealthfront (90% stock / 10% bonds)
  • $3.5K in Betterment (90% stock / 10% bonds) 
  • $46K in Fidelity Rollover IRA - Me
  • $20K in Fidelity IRA - Wife

No debt. I make about $150-175K yr.

I have one other property out of state worth $315K conservatively with a $180K balance on 1st and $9K balance on HELOC.

Wife and I are about 35 yrs in age. 

I'd like to know: Am I on track for retirement? What, if any, additional investments could I make that would be financially responsible or should I just keep saving?

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