grfiv
Dryer sheet wannabe
- Joined
- Jan 28, 2008
- Messages
- 15
I began to confront the various issues of early retirement in 2004 when I left Wall Street after engineering the merger between Prudential and Wachovia Securities.
It is a significant life change to go from large-company employee to unaffiliated individual ... things like where to find health insurance and what to do with yourself for the next 30 or 50 years suddenly become very significant.
As well as how to manage your own portfolio to produce the income you will need to live on comfortably without running out of money.
At the urging of several people who wanted me to advise them I have formed a financial planning LLC but of a different sort than usual ... I accept no commissions, I do not manage anyone's money directly but my own and I encourage people to take charge of their own affairs. A close association with Wall Street taught me where its incentives lie, and they are not often aligned with those of their clients.
I have written several internet pieces on this general subject
Asset Allocation and Portfolio Rebalancing
Retirement Planning
You would be right to be suspicious of my motives, but perhaps what I've written will allay your concerns.
/grf
It is a significant life change to go from large-company employee to unaffiliated individual ... things like where to find health insurance and what to do with yourself for the next 30 or 50 years suddenly become very significant.
As well as how to manage your own portfolio to produce the income you will need to live on comfortably without running out of money.
At the urging of several people who wanted me to advise them I have formed a financial planning LLC but of a different sort than usual ... I accept no commissions, I do not manage anyone's money directly but my own and I encourage people to take charge of their own affairs. A close association with Wall Street taught me where its incentives lie, and they are not often aligned with those of their clients.
I have written several internet pieces on this general subject
Asset Allocation and Portfolio Rebalancing
Retirement Planning
You would be right to be suspicious of my motives, but perhaps what I've written will allay your concerns.
/grf