Ask Terry Questions possible retirement

possible retirement

By Terry Savage on June 16, 2023 | Financial Planning / Retirement

Terry, I am a 58 road physician considering retirement. My wife and I have no debt and our sons are through college. I have roughly $6.5 million in my fidelity account $2 million in real estate investments with my practice. my wife and I have an apartment in the city and a home in Batavia worth roughly $600,000 each. being the youngest of 13 children, I have always worked! But as I get older, I would like to do something a little less stressful. I would be happy to pay you for your time if this requires more attention. I listen to you on Wgn and I really appreciate your no nonsense style. If you do get this, I want to thank you in advance.

Terry Says

I don’t do individual counseling — but you could certainly benefit from a few sessions with a FEE-ONLY, FIDUCIARY financial planner — someone you can really trust.
And you can find them at this link from my website. Wealthramp connects you to one or more planners who fit this description.

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