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Thursday, July 11

Time for a Change (Part 2)

Okay, so yesterday I confessed that I probably won't be expanding my real estate empire.  The next question is, what will I do to support myself?

First, I will continue to pay off debt.  Excess cash will go towards the mortgages on my rental properties.  Then, I will deploy excess cash into maintenance-free investing:  think stocks or even index funds.  This is not something that will happen in the short term.  It's a major shift, and I am not in a hurry to shed profitable assets.  Divestiture will happen when opportunity presents itself.  When I meet an overly optimistic market, I will offer my assets to that market.

My goal is to smoothly transition to a maintenance-free portfolio that produces enough income to fund "life".  I would like to think that I can accomplish this in 10 years, but I am not foolish enough to think I can define a parameter just yet.

$400,000

My next goal is to invest $400,000 in relatively secure equities that consistently yield 7-10% per year.  If we are debt-free, having $28,000-$40,000 per year is more than we need.  It would mean that we can live off what we need and reinvest the excess.  Don't get me wrong - I can't "stop" accumulating wealth and coast the rest of the way.  $400K still makes me nervous.  But it is enough to give me the cushion I need to stop worrying about our day-to-day needs.

1 comment:

  1. I hope all the changes work out for you. It seems like a good plan.

    ReplyDelete