DH has a 401K with Merrill Lynch. He is no longer working but he left the account with ML.
We have discussed finding a "real" financial advisor.
I have mentioned the thought of doing it ourselves, but DH not open to that option.
We met with ML advisor who spent most of our time being snarky and sarcastic toward me because I have 100K in a bank savings account in my name and I refuse to add it in to the 401K or to invest it with ML.
She was beyond pushy about the issue.
Any advice regarding leaving ML, changing to a new financial advisor?
Would you recommend I invest the 100K? Does anyone believe in keeping some money in cash?
We have discussed finding a "real" financial advisor.
I have mentioned the thought of doing it ourselves, but DH not open to that option.
We met with ML advisor who spent most of our time being snarky and sarcastic toward me because I have 100K in a bank savings account in my name and I refuse to add it in to the 401K or to invest it with ML.
She was beyond pushy about the issue.
Any advice regarding leaving ML, changing to a new financial advisor?
Would you recommend I invest the 100K? Does anyone believe in keeping some money in cash?