‘We Have Been Doing This Alone.’ We Are in Our Mid-50s With Rental Properties, CDs and Stocks. But We Recently Downsized and Want to Retire. So Now What

A reader in their mid-50s has recently downsized and invested in CDs, stocks, and mutual funds, while also owning rental properties. They seek advice on whether to keep or sell the properties before or after retirement and how to find a financial planner for retirement and tax planning. The author recommends starting the search for an advisor at CFP Board website, LetsMakeAPlan.org, to filter options based on their needs.

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