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As they move forward into 2025, the couple plans to pay off their remaining car loan with part of their cash reserves and continue contributing to their retirement and tax-free investment vehicles. Future strategies include increasing their offshore investments and refining their asset allocation to eventually split their portfolio equally between local and offshore assets.
Sharing Knowledge with Others
Recognizing the power of financial literacy, the couple is creating an online investment program aimed at equipping others with the knowledge to craft their investment strategies as DIY investors. By combining years of experience and research, they hope to offer accessible guidance to those willing to start their investment journeys.