Any thoughts on using a CFP? The CFP I spoke to said he uses Fidelity for the most part and I should have asked the question while I had him on the phone "why can't I just send the check to Fidelity and save the 1.95% fee you charge"??
I'm embarassed to say I've put several brokers kids through college over the years and had heard that fee/% based planners were a better way to go. I do enjoy researching stocks and funds although I can't swear I know what I'm doing.
This fourm is the best thing since sliced bread and canned beer
I'm embarassed to say I've put several brokers kids through college over the years and had heard that fee/% based planners were a better way to go. I do enjoy researching stocks and funds although I can't swear I know what I'm doing.
This fourm is the best thing since sliced bread and canned beer