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Mom (in her 70s) kept everything in her savings account for the last 40 years. Now she wants to invest. What recommendations would you give somebody like this that wants to retire soon?
Mom (in her 70s) kept everything in her savings account for the last 40 years. Now she wants to invest. What recommendations would you give somebody like this that wants to retire soon? Mom has worked so hard for her money but I was absolutely shocked that she had been squirreling everything away for the last 40 years in her low interest savings account. She has a small 401K ($50K+) and the rest in cash (200K+). What can I do for her? She wants to retire soon, as she should, but her seeing my investments makes her want to make ...
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