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I'm a grown-ass woman but I feel like I need an adult. I have a meeting coming up soon with my financial advisor, and I'm not sure what to ask or what to expect.

Some background: I work and started a retirement account years back even though I won't be retiring for decades. That retirement account has quite a big chunk of money in it and is tied to stocks. I'm not into risks at all so I have it in a low risk account, or whatever the proper verbiage is.... if that doesn't make sense, I mean that I didn't want to gamble with high-risk stocks so I chose a safer (and more boring) option.

I'm a little afraid of getting conned by not understanding what I need to know and being told to do something I'm not sure about. This is a new advisor since I moved so that's why I'm not feeling 100% comfortable.

My only question at the moment I want to ask is can I take money from my regular bank account and put it into my retirement account.

What other questions should I ask? What should I know? What should I do or not do?

Thank you!



Submitted June 27, 2021 at 10:28PM by LDawg618 https://ift.tt/3jgi2OR

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