Saving
Hi Terry, my husband and I are in our mid 60’s, retired, good pensions, no debt. I was wondering how much money we should keep in a high savings account? And what should we do with $40,000? What are our best options.
Thank you.
Terry Says
That kind of decision is part of the entire financial planning process, which involves investments, income streams, and estate planning. You need to get that advice from a trusted FIDUCIARY, fee-only advisor who can review your entire situation. Find one you can trust at Wealthramp.com.
Read this: https://www.terrysavage.com/pam-krueger-wealthramp/