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Re: Portfolio Suggestions – 82 Year Old Retiree

While she is meeting expenses, she is interested in maximizing her income to have additional discretionary income (Travel, etc.). She does not have Long-Term Care insurance. Her biggest issue is where to invest her monies. Does the advisor’s advice to spread her taxable portfolio over five different...
by RocketIIIflyer
Tue Jan 01, 2013 2:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Suggestions – 82 Year Old Retiree
Replies: 15
Views: 1895

Re: Portfolio Suggestions – 82 Year Old Retiree

Thank you all for your assistance. My Mother-in-law met with a Fidelity advisor after Christmas who advised the following: Taxable: Sell – Franklin CA Tax Free Income Class A (FKTFX) (.57) Hold – Fidelity GNMA Fund (FGMNX) (.45) Hold – Vanguard 500 Index FD Investor Shs (VFINX) (.17) Buy – Fidelity ...
by RocketIIIflyer
Sun Dec 30, 2012 10:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Suggestions – 82 Year Old Retiree
Replies: 15
Views: 1895

Re: Portfolio Suggestions – 82 Year Old Retiree

Thank you for your comments. Her wishes are to sell the individual stocks, simplify her investments, and to generate has much monthly income as possible without depleting her principle.
by RocketIIIflyer
Sun Oct 28, 2012 9:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Suggestions – 82 Year Old Retiree
Replies: 15
Views: 1895

Re: Please Try Out Test Posts Here

TEST TEST
by RocketIIIflyer
Mon Oct 22, 2012 4:17 pm
 
Forum: Forum Issues and Administration
Topic: Please Try Out Test Posts Here
Replies: 190
Views: 93654

Portfolio Suggestions – 82 Year Old Retiree

Hello, I have recently been reviewing this site and have found it very informative. My new recent mother-in-law has asked for assisted in managing her portfolio. Any suggestions or advice you could provide would be greatly appreciated. Her goal is to make as much income as possible with some possibi...
by RocketIIIflyer
Sun Oct 21, 2012 10:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Suggestions – 82 Year Old Retiree
Replies: 15
Views: 1895

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