Investments at 65
I am 65 and currently have $1.5 million invested in the market to IRAs and 401 cases. I have an additional $300,000 in CDs. Is that a wise choice? Or do you have any other suggestions? Should it all be in the market? I have it in some of it in the CDs for security reasons.
Terry Says
How much are you willing to lose? That’s an important question — and it’s not purely emotional. You need to review your lifestyle and retirement needs and time horizon. Each person’s needs and risk tolerance are different.
This is the PERFECT time to meet with a fee-only FIDUCIARY advisor who is not trying to sell you anything!
Please click on this link and watch the video to learn how the Wealthramp matching service works. YOu’re a perfect candidate.