We’re in our 70s in Boca Raton with a net worth of about $2 million – and rental properties, Social Security and an annuity. What’s next for us?
March 12, 2024 by Alisa Wolfson
Question: We are a couple in our 70s who live in Boca Raton and have managed our money without a financial adviser all of our life. We have rental properties, equities, bonds, income from Social Security, a small annuity from a retirement account and a net worth of a couple of million dollars.
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Wink’s Moore on the Market: Insurance agents get no love from MarketWatch.
Even with an annuity in the mix! -sjm
Originally Posted at MarketWatch on March 11, 2024 by Alisa Wolfson.
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