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Retirement Planning – Semi Retirement Investment Advice

Q: I am 71 but still working. I plan to semi-retire in coming months. My wife is 63 and retired in 2000. Can you recommend an income investment using $40,000? Also, what do you charge for appointments? 

 

A: Vanguard offers several balanced low cost stock, sector and bond ETFs to choose from that you can sort by yield (income).

 

Just go to the website

 

And click on “Performance, yield and more” to sort by yield (income).

 

We offer a free one-hour consultation. Please contact our receptionist Barbara to schedule an appointment at your convenience.


 

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