No. of Recommendations: 2

I'm not sure what to think about the bonds: do they have callable dates?

There are a few other issues to consider, however:

With her budget, does social security plus the income from bonds and REIT Fund come close to covering her expenses? If she's going to need the principle from the bonds, or the REIT, then whether to sell when she can get a good price becomes an issue.

Why does she have so much money in a money market. I'm all in favor of cash, but I'd at least put what isn't needed this year into a CD ladder (1 year, 2 year, 3 year, 4 year, 5 year).
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