The Plan
I have never really bothered to make a post about our financial plan because I feel it’s the same thing as the majority of anyone else in the personal finance spectrum. This is one of those “why reinvent the wheel” situations. It’s a tried and true method and wealth grows accordingly. So, the plan:
- Max out IRAs
- Max out HSAs
- Max out 401Ks
- Max out IULs
- Max out employee stock
- Invest as much as possible into Index funds (VTSAX, SWTSX, etc.)
- Pay off mortgage by 2025
That’s the whole plan. Are we doing all of it right now? Nope, but we are working towards it. Eventually, we will be fully doing everything on the list. Once we are doing that, financial independence will be here in no time. Well, in actual time. This will take years, but you know what I mean.
What’s your financial plan? Anything I might be missing?