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Non-Tech : Income Investing

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To: Heywood40 who wrote (51876)6/3/2025 11:04:13 AM
From: bg6638a  Read Replies (1) of 52115
 
Portfolio acct clean-up / maintenance

FWIW: I use a 3/6/9/12 mo & 2/3/4/5 yr CD rotation where I do factor in current rates, plus have an "emergency MM fund". I also have a budget that not only focuses on the current year, but also extends out yearly for 10 years, as my 30+ yr old home is DEFINITELY going to need "work" going forward! I'm a firm believer in the "Six P's," in addition to having worked a 40yr career in Accounting/IT!

I'm also "making adjustments" to underperforming mutual funds!

More "tweaking" will be on the way once I pull the trigger on Social Security distributions in early '26!

BG
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