3,770,000 net worth (Age 59)

3,770,000 net worth (Age 59)

He is 59 and his wife is 53, married for 25 years. Their two sons, aged 24 and 23, have both graduated college and are living self-sufficiently in the Northeast area of the U.S. Their accumulated net worth is 91st percentile for their age group. The composition of their investment portfolio is Retirement Accounts (401k/IRA) 58%, Roth IRA 8%, Taxable Brokerage 16%, Cash Balance Pension 5%, Cash (HYSA) 5%, and they had no debt and a paid off primary home.