MarkiePippo
Dryer sheet wannabe
Widowed empty nester. 60 Laid off a few years back and I just started to take my Pension. I have been to a few Financial Advisors and they all say I am fine. Just trying to get myself organized. Thinking of downsizing in a few years. So here is the big question...Where do you invest now when all the boxes have been checked? I mean we all could hone our plan a bit, whether to move here or there, whether to pay this or that off. But what if it is all basically fine. Do you invest in a Robo, Personal Capital, Fisher, Vanguard, Edward Jones, Schwab, Fidelity or some local Guy/Gal. Or do you just sort of manage it yourself. I have Fisher or some other group calling me every week. I find it hard to pay 1% or whatever they charge when I basically have all my ducks in a row.
All the bells and whistles they are trying to sell me on are not that important to me. Estate planning is the only one that interest me at all. House is paid for, education is accounted for the two DD.I am not saving for big house or a big travel trip I can handle that now. I am not saying that adding to my nest egg is unwanted. I am saying the goals are a bit different from the typical Retirement Saver. Or the College Saver, Second Home Saver. etc.
All the bells and whistles they are trying to sell me on are not that important to me. Estate planning is the only one that interest me at all. House is paid for, education is accounted for the two DD.I am not saving for big house or a big travel trip I can handle that now. I am not saying that adding to my nest egg is unwanted. I am saying the goals are a bit different from the typical Retirement Saver. Or the College Saver, Second Home Saver. etc.