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Grant18m

Grant18m
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ABOUT
Retired, 68 & 69 yrs old, live in upstate NY, moderate Soc Sec + small pension, homeowners, 2 self-supporting adult children, 1 grandchild, net worth very close to $1 mil, LTC policy, looking for income to avoid accessing capital.
SNAPSHOT
  • Description: Retiree. Trading frequency: Infrequent
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds
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