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[quote=Anonymous][quote=Anonymous][quote=Anonymous] Cash/equivalents - 25%  (across all accounts)
Brokerage 43% (excluding cash)
529s 4% and evaporating
Retirement accounts 28% (excluding cash)

Mid 50s; NW about $6.5M end of March; $250K HHI.

We don't include Primary residence in net worth calculations. Doesn't make sense to me unless it's a massive house that we are likely to downsize from or have rental/vacation properties.  If we did, it would be another 600K (value less mortgage or about $300K).
[/quote]

PP in our 50s with $280K HHI but only $2M NW to your $7M. How on earth did you do it?[/quote]

Luck, mostly.  In the early years, DH and I worked at companies that gave stock options (4 of them over time). Not much individually, but over the years the value of the cash generated from those options is probably worth about $600-700k of our total portfolio today.  Also got lucky with one stock where an investment of about $100K (in 2000 and 2011) has grown to about $1.5 mil today.  And the markets have been great over the past 10+ years too (except for 2022).

Also, the $250K is one income.  Income used to be closer to $350K through 2012 before DH was laid off.  He's since worked on and off (about 50% of the time;   currently unemployed 2+ years). [/quote]

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