Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          What investments do you currently have?  Where is your money?  Savings, checking iras, brokerage, etc?  Not enough info in original post.
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          I have been banking with Regions Bank for nearly 25 years. My husband passed away. So I am thinking of finding a financial advisor to manage my investments and for financial planning. I am not sure...
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          The biggest  thing to make sure that whomever is holing your money is insured by some agency and that they actually have your money.  I have a Fiduciary and my  money is held at Morgan Stanley, I can...
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Condolences on your loss. Hopefully he didn’t suffer a lot. 
 
First off, be sure to understand the difference between a fiduciary and an advisor (or really, anyone other than a fiduciary). Legally,...
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Sorry for your loss.  
 
I wouldn't do anything rash.  
 
For the most part fees are the most important thing to consider 
 
Not sure if you're comfortable posting your approximate age and the amount...
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Best advice is to consult a fee per visit type financial advisor. Do not get hooked up with a FA that charges a percentage of assets under management. At the end of the day, you probably just want a...
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Why bother with an advisor at all? Waste of money and time. Just stick it into VTI and forget about it.
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Or VTCLX if the funds are in taxable accounts.
        
      
          Suggestions with Financial Advisor.          
        
                        Thread created 08-25-2024  by RelaxedHealth799
          
        
                    0 Score
          
          8 Replies
          
          3,654 Views
        
      
          Thank you for your advice. I appreciate it.
        
      