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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...

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 ...

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.

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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...