davidfin

I know when I used an FA, I always made a meeting appointment for the next quarter before leaving the current meeting. It worked for me.

I’ve been using Firesticks and the Firecube for years. Pretty much trouble free and easy to use UI. Not familiar with Roku, but I have...

Through planning and luck, the combined value of our SS benefit and projected RMD will pretty much equal our projected cash needs for...

I know many investors park several years of cash in saving accounts and MMF. Is it a good idea to instead park the cash in a high...

Doesn’t it matter what % of your assets are IRAs? Some folks might have accumulated millions in IRAs and relatively small taxable...

Early in my retirement I moved my 401k to Fido and Schwab. Fido was self directed and I hired a FA with a 1% AUM fee. Over 9 years that...