Search results

Distribution to Heirs? I am new here, have a related problem, & I might be on the wrong thread. If so, please redirect me. I have 21 descendants, 1/3 of them are great-grandchildren. Each of my grown children (who are all near retirement, all doing well - some better than others) has a...

Thank you? I feel better already. Why pay people to lose my money? I can do that myself for free.

Best Motto My friend gave me a framed motto, & I have taken it to heart: DO MORE OF WHAT MAKES YOU HAPPY! I now strive to perfect the art of self-indulgence.

I have been paying 1% to advisor, now planning to transfer all to Vanguard advisor at one third current cost. Have some money in Schwab not-so-Intelligent Portfolio, which has lost money for these past 2 years, although in conservative plan. I really know how to pick ‘em. Please tell me I can...