| My company is being acquired, so company stock will be purchased at a slight premium and I'll become 100% vested immediately. While the final amount won't be known for a while, I want to go ahead and make an adjustment reflecting the anticipated amount for the stock in my wife and my accounts.
The whole transaction is emotional...excited to see the payout, but now dealing with the fact that I again work in a J-O-B without any equity to share in the financial upside of giving 200%.
I'm really hoping to find a way to create another equity opportunity in the near future for our family. Kicking around some ideas now...stay tuned!
Projecting debt-to-assets = 50%
Primary = 15 year, 2.625% fixed, 13 years left
Rental #1 = 15 year, 3.875% fixed, 12 years remaining
Rental #2 = 30 year, 4.75% fixed, 27 years remaining
Rental #3 = 15 year, 3.875% fixed, 12 years remaining
Rental #4 = 30 year, 5.125% fixed, 24 years remaining
Rental #5 = 10 year, 4.125% 3 year balloon, 10 years remaining
Rental #6 = 10 year, 4.125% 3 year balloon, 10 years remaining
Legend:
"Stocks" = Vested balance in company stock
"Bonds" = Personal Emergency fund
"Annuities" = Investment Property Savings (minus security deposits)
"Other Assets" = Health Savings Account
"Other Real Estate" = Investment Properties (current market values)
"Other Mortgage" = Investment Property Mortgages
"Other Debts" = Hard money loan for rental property rehab |