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We are ready to pull the plug at the end of this year and feel fairly well set.
Now, I don't know enough about investing to do more than find something that won't lose my money and just leave it there. I've just never committed the time to learn or had the interest to do so, so I'd keep this "policy" if I could. But maybe in a year or so, I could find the time to audit some classes on this.
I've been with a Walnut guy for about 6-7 years and he takes a percent of the whole value and really doesn't do much but try to convince me to buy annuities. Other than that, no big hairy... plus or minus. I do sort of wonder about why I keep paying him though.
I've been with USAA for auto insurance since about 1972 and have always found them to be very, very good. In the last couple of years I've been getting some junk mail from them about their investment branch. The only weird thing about USAA is doing business with them is usually over the phone... awkward.
Has anyone had experience with the USAA investment people? Results?
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Can eat with either hand.
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