Talk of The Villages Florida - View Single Post - Financial retirement
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Old 09-28-2021, 05:30 AM
Luggage Luggage is offline
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Default Best advice

Is to learn as much as you can yourself. If you truly have a lot of money, you need a tax lawyer, and accountant as well as a good insurance agent, and a stock brokerage with good agents as well. Then you have to mix the pot and use some common sense. There is nothing wrong with not being invested in the stock market if you're much older than the average person in The villages and there's nothing wrong with having 50% of your money in the stock market as well as long as you have a lot of money left over to cover you in case of a major recession. You should be talking to a lawyer basically because you want to have a Goodwill, and a living trust . It also depends of course on whether you're married or a single or have children and grandchildren you want to leave money too. As well as whether you want to spend it all before you go