A Near Retiree With A $1.3M Portfolio Is Torn Between Growth And Preservation: 'How Much Risk Is Reasonable At This Point?'

A 65-year-old investor nearing retirement sparked a thoughtful discussion after sharing concerns about balancing growth and safety with a $1.35 million portfolio. The investor, who still earns about $75,000 annually and plans to retire at 67, said they were struggling...