There is no justification posted here for messing around with that tiny position in stocks except perhaps to just sell and put the proceeds with the rest of the money in CDs. That leaves no reason to even be concerned about what stocks might be doing and would remove some entries from her tax returns, which then become simpler. Also you delete an unneeded account at some broker somewhere, unless there is some entirely different reason to need such an account.
An overall analysis of her financial situation is an entirely different question but there is no information presented that such is needed or wanted.
An overall analysis of her financial situation is an entirely different question but there is no information presented that such is needed or wanted.
Statistics: Posted by dbr — Sun Oct 05, 2025 5:31 pm — Replies 8 — Views 457