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Re: need advise for my 85 year ol father

Thank all of you for this very useful and instructive information and the various ideas that of you are providing...and to answer one of the questions...yes he was planning on living off the interest of these assets and leaving the principle to the family. As mentioned he does have other income...ss...
by phannee17
Tue Jul 02, 2013 10:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: need advise for my 85 year ol father
Replies: 40
Views: 2403

Re: need advise for my 85 year ol father

Thanks for all of the posts so far...i take it that no one advises or believes the senario that i outlined using both laddered cds and LT tax exempt munis and/or grade AA+ corporate fixed rate bonds in todays environment is a good idea...comments?
by phannee17
Sat Jun 29, 2013 9:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: need advise for my 85 year ol father
Replies: 40
Views: 2403

Re: need advise for my 85 year ol father

sorry meant (diversity - NOT all in one tax exempt muni)
by phannee17
Wed Jun 26, 2013 10:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: need advise for my 85 year ol father
Replies: 40
Views: 2403

Re: need advise for my 85 year ol father

Thanks for the comments sos far...his health is ok...no way would he go for an annuity...laddering is definiately something to consider...what about some extremely long term tax exempt muni (diversity in all in one) and/or class AAA companies (i see some offering 5% plus but with a premimun to get o...
by phannee17
Wed Jun 26, 2013 10:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: need advise for my 85 year ol father
Replies: 40
Views: 2403

need advise for my 85 year ol father

new to forum...my 85 year old father has no debt. owns home and has small ss income and small penion both together are less thn $1500 per month income. i've been out of the country for several years and haven.t been into much contact and certainly, unfortunately, we did not talk financials. i just f...
by phannee17
Sun Jun 23, 2013 4:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: need advise for my 85 year ol father
Replies: 40
Views: 2403

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