Ask Terry Questions Investments

Investments

By Terry Savage on August 06, 2023 | Financial Planning / Retirement

At 80 years old, what is a better selection for investment, stocks, treasury bills, or bonds? Thank you.

Terry Says

That is an important question and one that I cannot answer blindly. I think you are a candidate for at least one meeting with a FIDUCIARY fee-only financial advisor. Here’s a link to how to find one you can trust:
https://www.terrysavage.com/pam-krueger-wealthramp/

A planner can help you with investment decisions — and much more. He/she will check your entire income/spending situation and tell you how to best arrange your life. And they will make sure you have an estate plan and a healthcare power of attorney, both of which are very important. Please set up at least one meeting when you are matched with an appropriate planner by Pam Krueger of Wealthramp.

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