Welcome back, Tomáš

Here's your financial independence dashboard

Net Worth

$315,000

+5.2k this month

FI Progress

26.3%

$315k $1.2M

Savings Rate

48%

Current Target: 50%

Time to FI

~11 Years

At current rate & 6% growth

Income & Savings

Monthly Gross Income

$7,800 (Main) + $450 (Side)

Monthly Net Income

$5,850

Automated Savings

$2,800

401k (inc. match)
$1,600
Roth IRA
$541
Taxable Brokerage
$659

Monthly Expenses

Total Monthly Expenses

$3,050

Housing
$1,450
Food
$550
Transportation
$300
Utilities
$250
Discretionary
$350

Spending breakdown chart

Investment Portfolio

Total Invested Assets

$295,000

Stocks (Index Funds)
85%
Bonds
10%
Cash
5%

Portfolio performance YTD (+8.2%)

FI / Retirement Plan

Target FI Number

$1,200,000

Desired Annual Retirement Income

$48,000 (4% SWR)

Current Projected Retirement Age

49

FI projection timeline

Notifications

Milestone Achieved!

Net worth crossed $300k this month. Keep it up!

IRA Contribution

You've contributed $3,250 of $7,000 limit for 2024.

Savings Opportunity

Consider increasing taxable brokerage investment by $100/month.

FIRE Insights

The Power of Compounding

How your money grows exponentially over time.

Understanding Market Volatility

Why staying the course during downturns is key.

Tax Optimization Strategies

Learn about Roth conversion ladders for early retirees.

Debt Overview

Mortgage

$185,000 @ 3.25%

Student Loans

$12,000 @ 4.5%

FIREControl Dashboard • Last updated: Today at 2:45 PM

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