Retirement?
We have 1.5 M in retirement portfolio. Want to retire this year, yes Corona year. I’ll be 63. We’ve lost about 300K on paper this month. We have 300K in cash & 250K in US treasury strips. The rest in Mutual funds & individual stock. Should I sell some more now?
Terry Says
This is where a trusted financial advisor — NOT A SALESPERSON — comes in. He/she can look over your entire financial situation, projected retirement income and living expenses to give you a realistic view of what happens next. A LOT of people are going to be reassessing their retirement plans, for sure!
They’re pretty busy now, but to find a FIDUCIARY financial advisor go to www.Wealthramp.com and fill out the forms. These are fee-only financial planners, carefully vetted, who promise to put your needs first.
