Ask Terry Questions Investment?


By Terry Savage on February 17, 2024 | Financial Planning / Retirement

At my advanced age and financial state what would you recommend.

Retired, Widower, age 78, excellent health no liabilities $200,000 in cash and $40,000 in a mutual fund and no other assets.
My most recent relative expired at 105 years.
What should I be doing with the case & Roth mutual fund ?

Terry Says

I think you’re doing a great job. You could buy TBills to maybe get a better rate on your cash, assuming it’s in the bank in CDs. Read this:

I wish you a long life. But make a will in case you have any left over!

Recent Financial Planning / Retirement Questions



a personal
finance question