Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Just Joined
Old 09-25-2012, 05:14 AM   #1
Confused about dryer sheets
Join Date: Sep 2012
Posts: 1
Just Joined

Not sure how I stumbled upon Early but glad to be here. I just fired my financial planner this past week .He seemed to be more interested in his planning fee, AUM fee and high cost mutual funds.

I wish I had been more diligent in paying attention to this years ago but I was
more focused on running my company. I thought he was looking out for me !

I have parked funds in a Scottrade account where I will liquidate the bad investments and develop a much simpler portfolio. I preliminary plan is to move assets into various Vanguard funds.

I have to become familiar with protocol here and then post to get some input. Just turned 64 and hope to retire in 3 years.

I look forward to being a part of this community.
Boomer48 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-25-2012, 05:16 AM   #2
Thinks s/he gets paid by the post
obgyn65's Avatar
Join Date: Sep 2010
Location: midwestern city
Posts: 4,061
Welcome, Boomer.
Very conservative with investments. Not ER'd yet, 48 years old. Please do not take anything I write or imply as legal, financial or medical advice directed to you. Contact your own financial advisor, healthcare provider, or attorney for financial, medical and legal advice.
obgyn65 is offline   Reply With Quote
Old 09-25-2012, 07:46 AM   #3
Recycles dryer sheets
Join Date: Aug 2009
Location: westerville
Posts: 262
Welcome aboard Boomer!!
Trawler is offline   Reply With Quote
Old 09-25-2012, 10:12 AM   #4
Thinks s/he gets paid by the post
Join Date: Mar 2004
Posts: 3,205
Welcome, Boomer. Lots of good info on this forum.

omni550 is offline   Reply With Quote
Old 09-25-2012, 10:17 AM   #5
Recycles dryer sheets
Join Date: Dec 2011
Posts: 60
Welcome! Glad you made it!
rockymountainhigh is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

» Quick Links

All times are GMT -6. The time now is 01:43 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.