FIFE

A Case Study for "Mom"

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Watch this episode on YouTube here: https://youtu.be/fVKOTOlHec8.

"Mom" is

  • is 66 years old, single again
  • Was just complaining about the yield in her savings account
  • Feels pressured to speculate but wondering if she should at her age
  • Has a lot of “worries”…
    1. Medical expenses
    2. Final expenses
    3. Emergencies or unplanned for expenses
      • Has been smart about keeping some “safe money” for emergencies but can’t shake the feeling of, “Is it enough? Should I be getting better growth? But I want to keep it safe!”

        • What options does "Mom" have?  What do the numbers look like?

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        This content is for general information only and not for the purposes of providing legal, accounting, or investment advice. On such matters, please consult a professional who knows your specific situation. This content is not a solicitation. Our purpose is simply to spread knowledge and get people thinking!


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        FIFEBy Amanda Neely
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