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Hi. I am invested with Fidelity,approx $400k,still working at 61yo. Mix of IRA,401 and brokerage acct. I have $10k to invest from the IRA. I have read how EFT’s are a great investment and don’t have any in my investments . Is this true ? I am a hold type investor. The expertise on this...

Hi. I am 61yo , married, employed full time. I transferred TRowe mutual fund to Fidelity. I am meeting with Fidelity for 2nd time to review portfolio. A few of these funds have notifications about dividends and mentions updating cost. Is it important to update , how do I and is it important...

This is Leslie, 61yo, married to 53yo., with 2 daughters. We both work, gross $400k total. Small pension, $160k annuity, $1m 401ks/IRA $50k debt. Home value $550k, mortgage $340k. I have 3 different 401ks. Question is.: Do I move the 401k from Fidelity, $200k, to TRowe. Or the IRA from TRowe...