Investing Advice
I’m 55 and married, 3 kids in college with good Scholarships, house paid off, no car payments, zero debts. I have $150,000 in one of my bank accounts. I’m not sure how to invest this money or who to trust.
Can you please help?
Terry Says
This is the perfect time to do some comprehensive financial planning with a credentialed planner WHO IS NOT TRYING TO SELL YOU SOMETHING!
The place to find someone of that description is Wealthramp.com — where the advisors are carefully vetted and are FIDUCIARIES– who charge fees, and no commissions.
You may be advised to spend some of that money on a new estate plan, a revocable living trust. Or consider a combined life/Long Term Care insurance policy that will preserve the rest of your retirement funds for your heirs if you ever need the care.
