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Suggestions with Financial Advisor.
Thread created 08-25-2024 by RelaxedHealth799
0 Score 8 Replies 2,998 Views
Post #176412988 added 03-30-2025 4:25 PM by FHRITP in Finance
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 2,998 Views
Post #172534251 added 08-25-2024 12:51 PM by RelaxedHealth799 in Finance
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 2,998 Views
Post #172549797 added 08-26-2024 11:51 AM by komondor in Finance
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 2,998 Views
Post #172549227 added 08-26-2024 11:23 AM by maddog55 in Finance
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 2,998 Views
Post #172634487 added 08-31-2024 10:40 AM by WindySummer in Finance
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 2,998 Views
Post #172615512 added 08-30-2024 7:19 AM by kcobra in Finance
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 2,998 Views
Post #172563315 added 08-27-2024 7:06 AM by Mydiscover in Finance
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 2,998 Views
Post #173560362 added 10-28-2024 6:15 PM by BigDealYo in Finance
Or VTCLX if the funds are in taxable accounts.
Suggestions with Financial Advisor.
Thread created 08-25-2024 by RelaxedHealth799
0 Score 8 Replies 2,998 Views
Post #172591464 added 08-28-2024 6:23 PM by RelaxedHealth799 in Finance
Thank you for your advice. I appreciate it.

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