Investments
Hi Terry,
My wife and I have 50-60k we’d like to invest for 3-5 years. What advice would you give us to do with that money?
Thank you
Terry Says
Oh no! I know nothing about you — how old you are, your financial situation, your retirement plans, your current debt, your future needs (college for children, marriage for a child, and RETIREMENT)! Or your risk tolerance.
How on earth could I give you a sensible recommendation?!
Since you have this great opportunity to invest a sizeable sum, I recommend you visit with a FEE-ONLY (not getting commissions) FIDUCIARY (putting your interests first), Certified Financial Planner/Advisor. Get matched with one using this link at my website. I get absolutely nothing out of this but the knowledge that you will be in good hands!
