Welcome back, Sarah
Here's your financial snapshot as of March 28, 2026.
Your Q1 financial report is ready for review.
Roth IRA contribution limit updated for 2026 — you can contribute $7,500.
Your emergency fund is 96% funded — almost there!
Total Net Worth (Managed)
$937,550
+2.9% this month
Investment Portfolio
$487,250
+3.2% this month
Retirement (401k)
$312,800
+2.8% this month
Roth IRA
$95,400
+4.1% this month
College 529
$42,100
+1.9% this month
Goal Tracker
Retirement at 6245%
$895,450$2,000,000
College Fund (2 kids)21%
$42,100$200,000
Emergency Fund96%
$48,000$50,000
Home Down Payment67%
$67,000$100,000
Portfolio Allocation
US Stocks
45%International Stocks
20%Bonds
25%REITs
5%Cash
5%Recent Activity
401k Contribution
2026-03-27
Portfolio Rebalance
2026-03-25
Advisor Fee - Q1
2026-03-20
Dividend Reinvestment
2026-03-15
Roth IRA Contribution
2026-03-10
529 Auto-Deposit
2026-03-05
Tax-Loss Harvest
2026-03-01