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thanks pb. I just ran the Fidelity Planner. I assumed the "Comfortable with mostly
lower risk investments" which was a 3 out of 10 on the risk line. I wish it told me what % of return that is, I couldn't find it, but it tells me i could spend about $110k/year.
you could be right jc. He does run a lot of scenarios for me, but maybe not enough to justify $5k/yr in fees. On the other hand, my investment track record is crap and so he's saving me from myself somewhat
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2013
Posts: 9,358
Quote:
Originally Posted by bulbar
you could be right jc. He does run a lot of scenarios for me, but maybe not enough to justify $5k/yr in fees. On the other hand, my investment track record is crap and so he's saving me from myself somewhat
There is $5K potentially you can cut off your run rate. Over 50 years that is $250K. Fidelity has CFPs that did a retirement plan for us for free.
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,266
Quote:
Originally Posted by bulbar
thanks pb. I just ran the Fidelity Planner. I assumed the "Comfortable with mostly
lower risk investments" which was a 3 out of 10 on the risk line. I wish it told me what % of return that is, I couldn't find it, but it tells me i could spend about $110k/year.
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