Search found 78 matches

by MedSaver
Tue Mar 31, 2020 7:35 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

March 2020 Update Liabilities: Mrs. MedSaver loans Total student loans (5 year fixed ~1.9%) = $5,194 MedSaver loans Student loans blended (5 year 3.5% fixed) = $19,936 IRA/Brokerage/403b/457/cash: $1,031,026 Net:+$1,005,895 We have lost almost $150k since last update, but have increased our stock pu...
by MedSaver
Mon Mar 02, 2020 11:30 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

February 2020 Update

Liabilities:

Mrs. MedSaver loans
Total student loans (5 year fixed ~1.9%) = $6,407

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $23,705

IRA/Brokerage/403b/457/cash: $1,179,692

Net:+$1,149,580
by MedSaver
Mon Feb 03, 2020 12:09 am
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

January 2020 Update

Liabilities:

Mrs. MedSaver loans
Total student loans (5 year fixed ~1.9%) = $9,409

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $27,456

IRA/Brokerage/403b/457/cash: $1,223,880

Net:+$1,187,015
by MedSaver
Tue Dec 31, 2019 9:16 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

Annual Update Another year down. How did we do? MedSaver gross W2 income 2019: $395,000 (2018: $324,536), up 22%. Net income 2019: $234,946 (2018: $196,502), up 20%. Monthly net: $19,578 Mrs. MedSaver gross W2 income 2019: estimate $148,450 (2018: $159,466), down 7%. Net income 2019: $102,493 Monthl...
by MedSaver
Thu Nov 28, 2019 1:11 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

November 2019 Update

Liabilities:

Mrs. MedSaver loans
Total student loans (5 year fixed ~1.9%) = $11,913

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $34,907

IRA/Brokerage/403b/457/cash: $1,162,382

Net:+$1,115,562
by MedSaver
Thu Nov 28, 2019 1:08 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

Congrats on breakin the $1m. A number of UK Fire bloggers have £1m as their FI target ($1.3m), which you are not far from. The work I guess would be voluntary for you, and you could reassess your life options. Thanks! Unfortunately here in the US, the government doesn't provide healthcare so our FI...
by MedSaver
Thu Oct 31, 2019 8:50 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

October 2019 Update

Liabilities:

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $13,142

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $38,638

IRA/Brokerage/403b/457/cash: $1,105,468

Net:+$1,053,688

Took out the credit card from liabilities since it's always paid off.
by MedSaver
Fri Oct 04, 2019 2:34 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

Thanks!
by MedSaver
Wed Oct 02, 2019 8:30 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

September 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $13,337

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $42,352

Assets:
IRA/Brokerage/403b/457/cash: $1,062,083

Net:+$1,006,394
by MedSaver
Fri Aug 30, 2019 7:50 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

August 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $15,582

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $46,036

Assets:
IRA/Brokerage/403b/457/cash: $1,049,782

Net:+$988,164
by MedSaver
Tue Jul 30, 2019 8:38 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

July 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $16,798

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $49,720

Assets:
IRA/Brokerage/403b/457/cash: $1,061,590

Net:+$995,072
by MedSaver
Fri Jun 28, 2019 8:54 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

June 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $18,010

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $53,380

Assets:
IRA/Brokerage/403b/457/cash: $1,022,036

Net:+$950,646
by MedSaver
Sun Jun 02, 2019 4:32 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

May 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $19,224

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $57,063

Assets:
IRA/Brokerage/403b/457/cash: $918,079

Net:+$841,792
by MedSaver
Mon May 06, 2019 9:03 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

Nice. Getting really close to $1 million in assets now; let's hope the stock market collaborates, but then you could see that by June or July. Also it's nice to see the debt numbers drop; I'd say for Mrs. MedSaver it must have been quite the milestone to get below $20k. It looks quite doable now, r...
by MedSaver
Sun May 05, 2019 12:30 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

April 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $19,419

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $60,732

Assets:
IRA/Brokerage/403b/457/cash: $955,937

Net:+$875,786
by MedSaver
Thu Mar 28, 2019 10:06 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

March 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $21,627

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $64,340

Assets:
IRA/Brokerage/403b/457/cash: $895,161

Net:+$809,194
by MedSaver
Thu Feb 28, 2019 10:56 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

DutchGirl wrote:
Mon Feb 11, 2019 2:16 pm
Nice progress again, and I think you're also seeing a partial recovery from last December's stock market nosedive?
Yeah, downturn in December was no bueno, but February was nice.
by MedSaver
Thu Feb 28, 2019 10:18 pm
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

February 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $22,832

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $67,986

Assets:
IRA/Brokerage/403b/457/cash: $868,099

Net:+$777,281
by MedSaver
Fri Feb 01, 2019 12:34 am
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

January 2019 Update

Liabilities:

Credit cards = $0

Mrs. MedSaver loans
Total student loans (5 year fixed 3.5%) = $24,030

MedSaver loans
Student loans blended (5 year 3.5% fixed) = $71,627

Assets:
IRA/Brokerage/403b/457/cash: $859,153

Net:+$763,496
by MedSaver
Tue Jan 01, 2019 1:13 am
Forum: ERE Journals
Topic: MedSaver's Journal
Replies: 121
Views: 28943

Re: MedSaver's Journal

Annual Update Another year down. How did we do? MedSaver gross income 2018: $324,536 (2017: $345,448) , down 6%. :( Net income 2018: $196,502 ( 2017: $212,622), down 8%. Monthly net: $16,375 Even though W2 income fell slightly, I was eligible for profit sharing and received a disbursement of $54k. S...