Am I on the right track—should I have more saved up? What should I do differently? Late 20s. Single Base + bonus: 185k YoE: 5 High yield saving account (cash): 156k Investment (stock): $27.7k 401k: 130k Would appreciate your honest feedback! #investments #jpmorganchase#jpmorgan #goldmansachs #fidelity investments #fidelityinvestments #sap #nasdaq #pnc #bankofamerica #financialwellness #wellness
Better than me
Only you can answer that question. What are your goals?
I wouldn’t put a lot on HYSA. It’s only for 6 months emergency funds. The better investment would be SGOV (t-bills).
Too much in HYSA- should only be emergency funds. Diversify tax and market risk- Check out IUL as a tax free vehicle for non-qualified funds. It acts as a bond alternative with guaranteed downside market protection. DM for more info on IULs. Good luck!!
Not too bad but what happened to all of your apple stock? Did you join apple recently? Also what’s your role and level?
Yeah I recently joined Apple. Stock over 4 years is 100k