NYE Windfall Was Our Biggest Money Mistake

Windfalls can be fun, unpredictable, and even life-changing. And typically their presence means you need to re-evaluate your financial plan to account for the new funds. 

What new goals can be achieved? Where should the funds live? Questions abound, and the circumstances for everyone are different.

 Let’s see how our biggest financial mistake of the year came about!

Years after I made my worst investing mistake fiddling with individual stocks, I finally had my investing goals settled in my head. 

An Investing Strategy for Enough

Jenni and I have, arguably, overdone it. We’re sitting on $2M+. And we live a pretty happy $40-50,000 per year lifestyle.

More than enough

Neither Jenni nor I are investing wizards or financial experts. We make a lot of mistakes. I don’t know if investing in individual stocks will be better for you or if index funds will win out.

Financial expertise

Jenni and I each have our own 401(k)s, brokerage accounts, IRAs, HSAs, and the like. Over the years, we’ve developed similar investing strategies. 

Investing Allocations

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