Hello agin
I had an intro post and had a lot of questions answered here.
There were a few replies telling me to dump my current E-Jones guy
that I have handling my meager retirement accounts (TRAD IRA, ROTH IRA)
Now I have my yearly check up/meeting coming up and would like to know why
I should be considering leaving him (been roughly 15 yrs) to go to a fee-based
and also where and how to find a good one.
I am really a late starter(check the intro post) if you are curious. I have been trying to change and learn as much as possible, here and library books but not ready to manage on my own,... or am I?
I guess I'm looking for some reason to move from E-J and where to. Do they not invest wisely or what? I like the idea of being in control of my future but not looking forward to the conversation with him! Even though it is my money
Should I go to a fee based planner first ? Any help you can give me will be greatly appreciated as I try to fix some mistakes that I have made through the years Thanks !!
I had an intro post and had a lot of questions answered here.
There were a few replies telling me to dump my current E-Jones guy
that I have handling my meager retirement accounts (TRAD IRA, ROTH IRA)
Now I have my yearly check up/meeting coming up and would like to know why
I should be considering leaving him (been roughly 15 yrs) to go to a fee-based
and also where and how to find a good one.
I am really a late starter(check the intro post) if you are curious. I have been trying to change and learn as much as possible, here and library books but not ready to manage on my own,... or am I?
I guess I'm looking for some reason to move from E-J and where to. Do they not invest wisely or what? I like the idea of being in control of my future but not looking forward to the conversation with him! Even though it is my money
Should I go to a fee based planner first ? Any help you can give me will be greatly appreciated as I try to fix some mistakes that I have made through the years Thanks !!