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By Terry Savage on April 08, 2025 | Financial Planning / Retirement

GM. I’m retired and would like to know should I transfer all investments to fixed at this time. I’m thinking about touching some maybe next 4 months.

Terry Says

It’s hard to advise without knowing your entire financial situation. Certainly, if you’re retired, I would suggest having at least 20% of your assets in money markets, short-term CDs, or T-bills.

But it sounds like you might benefit from a financial planning session with someone you can trust, who is not trying to sell you something.
Read this: https://www.terrysavage.com/pam-krueger-wealthramp/

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