‘We stay modestly’: My spouse and I’ve $900K in shares and $380K in financial savings and CDs. Are we holding an excessive amount of money?

‘We stay modestly’: My spouse and I’ve 0K in shares and 0K in financial savings and CDs. Are we holding an excessive amount of money?
‘We stay modestly’: My spouse and I’ve 0K in shares and 0K in financial savings and CDs. Are we holding an excessive amount of money?




“My funding adviser says now we have an excessive amount of invested in money devices.”



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