As of this week, my 401k balance topped the $200,000 mark for the first time.

I started this account when I started working here per diem in April 2016. I went part time in February 2017 and full time in November 2017. I contributed the maximum allowed in 2018, 2019, and 2020.

So 200K accumulated in under 5-1/2 years. Not bad at all.

The Florida house did close on 8/10 as scheduled. All went pretty smoothly. I had to run around a bit to get the paperwork notarized and sent back but that was minor.

Final result was me walking away with $477,203.26. It went into the estate account for now. I'll get it once the probate period ends in early October. There's now over $547,000 in that account.

That means that our overall portfolio now stands at over $3.1 million. That's well above where I thought we'd be with the inheritance. I had estimated we'd be around $2.7 or 2.8 million but the inheritance ended up being more than I thought plus the ongoing stock market returns have pushed up the value of what we already had as well as the value of the money I inherited that was invested in equities.

That estate account, however, has pushed our cash allocation to about 23% right now and our stocks down to 51% with the remaining 27% in bonds.

I'm working on fixing that. I can't do anything about the 540K in the estate account yet but I'm reallocating the money that is in our control, namely the inherited traditional IRA. I started moving 10K/week from bonds to stocks but realized that would take forever, so today I moved 50K and will do that every week for the next couple of months. That will get us to about 57% stock. Then the estate account will get distributed to me and I'll be able to invest that to get the asset allocation where I ultimately want it.

No word yet on when my part time status will begin. We're actually short staffed at work right now so it's very possible they will hold me to my contract, meaning I'll remain full time until December 1. I'm hoping they can find a way to get me part time before that but I'm not complaining as I completely understand I'm bound by the contract.

We go to Florida 3 weeks from today for a big fundraising event and convention. We're not thrilled about traveling in the midst of the COVID surge but we've decided we're just going to do it and take precautions as much as possible.

It's been over a month since my last entry. Time for an update.

I did return to Florida where I spent about 2 more weeks finishing up. Donated a bunch more stuff. Got the house ready to sell. Met with the realtor. A guy who lives in the neighborhood and knew my cousin had a sister in NY interested in the house. I had her and a couple of others excluded from the realtor contract. She flew down to see the house while we were there (my wife joined me partway through) and made a cash offer for just over our asking price. We're on track to close on Tuesday as far as I know.

We rented a truck and packed up a bunch of stuff that we wanted to bring home and drove back 7/14-7/15. I returned to work on 7/17.

Work has been nuts thanks to COVID and the fact that they closed one of our 8 sites at the end of May. At my primary site, we've had several days where we've seen over 70 patients which is a lot. 50s to 60ish had been the norm. We all can't wait for COVID to settle down but this particular location is also in an area with high anti-vax sentiment and "free-dumb" folks. Even a number of the staff members are anti-vax which just drives me nuts. How can you be on the front line of the pandemic seeing COVID patients every single day and still not see the value in the vaccine? Thankfully, our job has made the vaccine mandatory. We must be fully vaccinated by September 15. A bunch of people have quit as a result, though I'm not sure where they're planning to go since most other health systems are doing the same thing, but at least I won't be stuck with them anymore.

Big news on the job front is that I officially gave notice to drop to part time. I don't have an effective date yet. My contract requires 120 days notice so it could be as late as December 1. They handle that on a case by case basis so it could be before that. I know they have per diem providers waiting for hours to open up so if they can fill my spot easily, they might let me out of the contract early.

I'll go from 36 hours to 24. I'll still have medical benefits but at a slightly higher rate (about $70/month). And I'll still have the option of picking up extra hours whenever I'd like based on availability. I'll definitely do that for a while because I owe them about 80 hours. My leave of absence used up all of my PTO but we have a couple of trips planned in the fall that I'm still taking so I have to make up that time. Also, if I pick up 4 hours a week, I'd make some extra money and still be doing 8 hours less than I had been. One nice thing, hopefully, is that I won't be working 12-hour days anymore. I requested three 8-hour shifts for my 24 hour week.

Hopefully, the house closes as scheduled on Tuesday. That will be the last big piece of the estate. Then I just have to wait for the probate process to end in early October before the funds can be distributed to me.

I've been staying active listing stuff on ebay since a lot of what came home from Florida is items I wanted to sell. I've got about a dozen listings going and have already sold several. Little by little, I'll work through it all. Once I go part time, I plan to devote more time to the sales.

I think that's about it for now.