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Mortgage and mutual funds clash in retirement dilemma
The writer, a 68 year old retiree with cash, savings, and market investments, asks whether to mortgage the home to invest. The adviser rejects refinancing, noting the value of leaving blue chips and income funds intact. The column discusses safe investment paths, compounding, and income fund options for a cautious retiree.
MENTIONED IN THIS ARTICLE
NEW York Stock Exchange
Eunainea Ek
Ben
New York
Darren
Roel Enackun
Mark Ch
Pete Fe
Pau
Dhingmst
Rene Po
Ae My
Fomeuter
Lee
Belden
Secon
Elton
Reece
Reaypak
Wien
US Aeolus
A. St' Overe Ae
Bey Bucseas
Ritene
Henan
Cory ST
Wiley “Rawes
Sontee Mendes
Urs Leering
Greece
Gaviodune
Eerie Parla
Ricane
Brogrens Gyatn
Kermer
Acahey Ak
Regan
Asta
Anerinae Speannette Ao
Ieee
Univ
Baril Ratt Manne
Gomerral
Ieouierstaiefes
Thancea
Buveris
Sales
Bucern End Islet
Changier Fund Gpieknstale
Man Ecu
Sting
Bank of Ba auoNts
Aemg Ganer
Brest
MT & Ity
Ian Adane
Umines Annals