retirement holdings
My wife & I are in our 80’s and have no mortgage or credit card debt. We are able to live on our SS checks. We have about $800,00 in the market in stocks & bonds. Can you suggest some investments that would provide some income and still be safe?
Terry Says
Please read this: https://www.terrysavage.com/t-bills-beat-cds/
And though you didn’t ask, I hope you have a current estate plan, prefeerably a Revocable Living Trust, and that you have made plans for distribution of your investments in case of incapacity or death. If you don’t have a current plan, please watch this video!
https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4
