I help my mother manage her money, and we’ve done well in less than 3 years. Today, about $140K from her annuity transfers became available, and I made three purchases: 🟢 ~$50K$OVL 🟢 ~$50K$TDAQ 🟢 ~$10K$TMGN I also kept ~$30K in cash for future opportunities. The goal is to continue building income + growth while maintaining flexibility and being selective about where we put the money. This is real money and part of her retirement journey. 💰📈 One move at a time. Not financial advice. I’m sharing my personal experience and portfolio decisions. Investing involves risk, including possible loss of principal.
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4 Comments
Buythedip @buythedipzw · 11d
Dang go momma !
Jessica @crowsnestjess · 12d
I would be interested in hearing more about the annuity. My partner is looking into that for his retirement. How old is your mom? I also manage my mom’s money. Big responsibility!
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