Stock & Bond Investing in Your 50s: Financial Freedom, #137
By Joshua King
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About this ebook
We should start protecting our wealth in our 50s. Our income-investing portfolio should carry itself by now.
However, we also need to consider our kids. We want to have excess cash on hand so we can help them.
Savings bonds and high-yield treasuries (over 5%) are excellent ways to protect our money from inflation.
We can add some speculation into our portfolio at this point. Remember, speculating is not gambling—pick your poison, and stick with it.
Income and cash round out the composition of our portfolio. We must be very intentional in our 50s because we have a lot of eggs in one basket. Good Luck!
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Stock & Bond Investing in Your 50s - Joshua King
Table of Contents
MILITARY FAMILY INVESTING | Joshua King | Home of the Free PDF
Stock & Bond Investing in Your 50s
All Right Reserved Military Family Investing | 01 Stock & Bond Investing in Your 50s
02 Series I
Bonds vs. Series EE
Bonds
03 Series I
Bonds vs. Index Funds
04 Bond Growth Investing
05 The Six Types of Income Investing
06 Treasury Bonds vs. Municipal Bonds
07 Living Overseas Passively 109: Cash & Emergency Fund
08 Treasury Notes vs. Certificates of Deposit
09 What’s Your Budget for Speculation?
10 The Magic of Having (Budgeted) Fun
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MILITARY FAMILY INVESTING
Joshua King
Home of the Free PDF
www.militaryfamilyinvesting.com
Stock & Bond Investing in Your 50s
Protect and Grow Your Wealth
01 Stock & Bond Investing in Your 50s
02 Series I
Bonds vs. Series EE
Bonds
03 Series I
Bonds vs. Index Funds
04 Bond Growth Investing
05 The Six Types of Income Investing
06 Treasury Bonds vs. Municipal Bonds
07 Living Overseas Passively 109: Cash & Emergency Fund
08 Treasury Notes vs. Certificates of Deposit
09 What’s Your Budget for Speculation?
10 The Magic of Having (Budgeted) Fun
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Disclosure: I am not a financial advisor or money manager, and any knowledge is given as guidance and not direct actionable investment advice. I am an Amazon Affiliate. Please research any investment vehicles that are being considered. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
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01 Stock & Bond Investing in Your 50s
If your 40s were all about creating income, then your 50s are about maintaining your portfolio while building generational wealth.
Your income should be creating more income in your 50s. This means you should have enough income from dividends to reinvest 30%.
If this is not the case, please go back and read the earlier articles in the Stock & Bond Investing at Any Age Series (20s, 30s, 40s).
1) Retirement Planning in Your 50s (Amazon)
2) Real Estate Investing in Your 50s (pdf)
3) Staying Debt-Free in Your 50s (pdf)
4) Dividend Investing in Your 50s (Amazon)
5) Bond Investing in Your 50s (pdf)
Maintaining your portfolio. We should become more defensive in our 50s. Of course, we will still want to keep a growth element at this age, but we have to look at the bigger picture.
Buy the Dip! The Magic of Averaging Down
We must assume that we will need to help our children at some point. This could be assisting them with a home down payment, college, or retirement.
Here are the elements we