Ask Terry Questions Retirement funds

Retirement funds

By Terry Savage on March 08, 2023 | Financial Planning / Retirement

At age 55 may I know what blend of investment portfolio do you recommend at this time? Is it conservative on bonds? or moderate on bonds? or high yield bonds? Please help.
Thank you.

Terry Says

It does not depend on age, although that is a factor. You also have to consider your retirement plans, other income, costs of living, etc etc. You need someone to review your entire financial plan — not just your investment mix. And you don’t want to give that job to someone who is trying to sell you something.
Read this article on my website to find a fee-only FIDUCIARY planner you can trust.



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