(please put "Fix My Portfolio" in the subject line).
I always saved and invested for the "long term," but now I am 75 and my long term is not so long anymore. I sold a lot of my mostly stock portfolio and invested in CDs and some bond funds, as well as cash and long-term-care insurance for myself and my husband, who is 83. We have no debt and try to live off our Social Security, pension and annuities, only withdrawing from our Roth or IRAs for major expenses like a roof or vacations. Our expenses run $100,000 a year.
My girlfriend is 62. Can she claim her late husband's full Social Security benefit — or does she have to wait?
My ex-husband's sister died — so why is Fidelity asking me for her death certificate?
College kids are moving into retirement communities for reasons beyond 'cheap rent'
#long #Social #Portfolio
I always saved and invested for the "long term," but now I am 75 and my long term is not so long anymore. I sold a lot of my mostly stock portfolio and invested in CDs and some bond funds, as well as cash and long-term-care insurance for myself and my husband, who is 83. We have no debt and try to live off our Social Security, pension and annuities, only withdrawing from our Roth or IRAs for major expenses like a roof or vacations. Our expenses run $100,000 a year.
My girlfriend is 62. Can she claim her late husband's full Social Security benefit — or does she have to wait?
My ex-husband's sister died — so why is Fidelity asking me for her death certificate?
College kids are moving into retirement communities for reasons beyond 'cheap rent'
#long #Social #Portfolio
3 months ago
