Investment?
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
L
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:
https://www.terrysavage.com/t-bills-beat-cds-2/
I wish you a long life. But make a will in case you have any left over!
