Quote:
Originally Posted by wdfifteen
What's missing from this equation is any information about her over all financial situation.
What percentage of her assets does this windfall represent?
What is her 401k invested in? What percentage of her assets does it represent? Does she have any real estate? Any other savings or investments?
We only have a small piece of the picture here. Not enough to give credible advice.
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She has no other assets to speak of such as real estate. This sum probably represents 25% of her net worth. Her 401K is medium to aggressive. The reason for the statement that she does not need the money for 3-5 years is that she is single now but she holds out some hope that she may find someone to share her life with (she is an attractive and active gal) and would like to contribute towards a house.