Posts by Preston Cherry, CFP®
Financial Advisor
Ask an Advisor: I’m 65 Years Old and Going to Retire Soon. How Should I Structure My Portfolio?
I’m a 65-year-old preparing for retirement within the next three to five years. I’m looking at different types of retirement funds. Would adding stocks that are dividend-structured along with gold and cryptocurrencies be a good mixture? -Earl Shifting from building… read more…
Financial Advisor
Ask an Advisor: My Investments Are ‘Dwindling Away Slowly.’ Should We Flee to Cash?
My wife and I currently have roughly $250,000, with half in our Roth individual retirement account (IRA) and a few small annuities, and the other half in various checking accounts and a money market account. We are both retired, have… read more…
Financial Advisor
Ask an Advisor: Can My New Wife Draw on Her Ex’s Social Security?
Can my new wife draw on her ex-spouse’s Social Security in any circumstance after remarrying? Specifically, during the one-year waiting period for my wife to collect on my record, can she collect on an ex-spouse’s record? Or can my wife… read more…
Financial Advisor
Ask An Advisor: Where Should I Stash Short-Term Savings?
I’m holding $300,000 in cash that I plan to put into a new home. With the market as it is, I’m putting off that purchase for six to nine months. I’m 66 years old, single and plan to retire within… read more…