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Re: Need advice on funds for newly retired 72yr old

Thanks all. Great advice and food for thought. Thanks again.
by wadesh
Tue May 14, 2013 9:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need advice on funds for newly retired 72yr old
Replies: 8
Views: 1082

Re: Need advice on funds for newly retired 72yr old

The 150,000 is currently sitting in a Vanguard Prime MM acct ..it was cash from the sale of her house. Its a taxable account. Other than this she doesn't have much. about 5k in checking.5k in savings acct and another 18k in a trad IRA. No life insurance, longterm care or anything. I bought the Retir...
by wadesh
Fri May 10, 2013 5:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need advice on funds for newly retired 72yr old
Replies: 8
Views: 1082

Re: New college grad seeking for investment advices

Funny, I just saw your 401k fund options you listed and realized we work at the same company :) I agree with the advice to contribute the max for matching or what you can afford. Start with the Money Market fund then spend some time thinking about goals and researching the fund options...we have som...
by wadesh
Fri May 10, 2013 12:23 am
 
Forum: Investing - Help with Personal Investments
Topic: New college grad seeking for investment advices
Replies: 13
Views: 899

Need advice on funds for newly retired 72yr old

My 72 yr old mother recently retired and sold her home and is moving into a retirement community. She's trusting me to invest her funds and I'm looking at a few relatively conservative options at Vanguard but would like any opinions. She has about 150,000 that I can invest. Goal is to generate incom...
by wadesh
Thu May 09, 2013 11:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need advice on funds for newly retired 72yr old
Replies: 8
Views: 1082

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