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'I can't seem to pull the trigger.' I'm a widow, age 67, with no mortgage and $4M - but 65% of that is in stocks. Am I doing it wrong?


Published on 2025-02-19 14:41:19 - MarketWatch
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The article discusses the financial situation of a 67-year-old widow with $4 million in assets, of which 65% is invested in stocks. She expresses concern over her investment strategy, particularly her hesitation to diversify or adjust her portfolio despite having no mortgage and a comfortable financial cushion. The widow is worried about market volatility and whether her current investment approach is too risky for her age and circumstances. Financial experts suggest that while her stock-heavy portfolio might have served her well in the past, rebalancing towards a more conservative mix could be beneficial to protect her wealth, especially considering her age and the need for income stability in retirement. They recommend considering bonds, annuities, or other less volatile investments to ensure her financial security and peace of mind.

Read the Full MarketWatch Article at:
[ https://www.msn.com/en-us/money/other/i-can-t-seem-to-pull-the-trigger-i-m-a-widow-age-67-with-no-mortgage-and-4m-but-65-of-that-is-in-stocks-am-i-doing-it-wrong/ar-AA1zheGQ ]