Recent content by Andy Sr

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    Wife has 80,000 with a personal financial adviser.

    We both have 401k We are both still working. Was thinking this would be an opportunity to try something on our own before retiring. Sent from my iPhone using Early Retirement Forum
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    Wife has 80,000 with a personal financial adviser.

    I do not know what I'm doing. I'll agree with you there. Sent from my iPhone using Early Retirement Forum
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    Wife has 80,000 with a personal financial adviser.

    Wife has 80,000 with personal financial adviser. Has had him for years. After reading this forum was thinking we should take money out and reinvest our selfs. Not sure how to go about any of this. Any help would be appreciated. Sent from my iPhone using Early Retirement Forum
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    Financial advisors

    Thanks for all your comments. Certainly changed my opinion on Financial advisors. I'm so glad that I stumbled upon this website. Sent from my iPad using Early Retirement Forum
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    Financial advisors

    Was wondering what most people think of financial advisors versus leaving my money in my company 401K. There's a few people at work that are taking their funds from there 401K and transferring them over to personal financial advisors. Not sure how to find a good one. Not sure if it's a good...
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    Lump sum versus monthly pension?

    Thanks for all the help. $3,650 a month takes survivorship into consideration. Need to find out if she gets COLA. I,m 56 and will have a pension of $2,500 per month that's also taking the lower amount for survivorship. We do own our home and have a bit in 401k. Sent from my iPad using Early...
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    Lump sum versus monthly pension?

    Hi everyone, I name is Andy. I'm new to this forum. My wife has a choice to make in regards to her pension. She can take a lump sum disbursement of $770,000 or a monthly pension distribution of $3,650 per month. She'll be 59 at the time of all of this. Not really sure which way is better. Any...
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