Is she planning on selling off those stocks? What does she mean by “living it up”.
If she really “lives it up” to the fullest, the last check she writes will be to the IRS and it will bounce.
She plans on selling stocks along as she needs for expenses.
Her idea of ‘living it up’ is to live at this very nice place with fellow seniors and take advantage of all the amenities..like club/game room, exercise room etc.
She is ambulatory, still drives shops for groceries.
She would not want or be up to a vacation somewhere.
She is content within the senior compound.