Please send white paper Dave referred to. Personal info but Sterns has most of Chuck’s money:
Married, Both Retired, both 71
Debt: None
Mortgage: None
Cars paid off
Monthly SS income Total: $6,000
Total Cash on hand (Savings, IRAs, Retirement Income, etc. from both): $400,000
Thanks for any advice
Please send white paper Dave referred to. Personal info but Sterns has most of Chuck’s money:
Married, Both Retired, both 71
Debt: None
Mortgage: None
Cars paid off
Monthly SS income Total: $6,000
Total Cash on hand (Savings, IRAs, Retirement Income, etc. from both): $400,000
Thanks for any advice