Ask Terry Questions Investing for the first time at 50

Investing for the first time at 50

By Terry Savage on September 09, 2022 | Financial Planning / Retirement

Hello. thank you for all that you do to teach humanity how to invest with so much passion and knowledge. You are a blessing to so many.
Long story short It took some time to erase my debts. Im a Single female. With no assets. I now have a trust of 120k to invest.. My current income is 29 a year as a paraprofessional. I would appreciate your advice tremendously. Kind regards

Terry Says

First, thanks for your nice note. I think your question is about more than simply investing — though it’s nice that you have this sudden windfall. What you need, at this stage of life, is a PLAN. And you need someone you trust to help you through it — not only investments, but the potential of retirement. I truly suggest you use this link at my website or go directly to Wealthramp.com to be matched with a FIDUCIARY (your interests first) fee-only financial planner.
My friend Pam Krueger has carefully vetted these planners and will set you up to meet with one or more to determine if there is a “click”. Please take advantage of this great opportunity to set your life on a good track.

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