My wife and I are on track for meeting our retirement goal in about 10-15 years.
We’re at a crossroads where it would help to have our finances evaluated by a pro to make sure we’re planning properly regarding taxes and post-retirement plans.
My understanding is that places like Fisher investments would want to sell us certain products and pay fees based on performance? We don’t really want to follow that model and I don’t want to meet with someone like that knowing I don’t intend to use their services.
Submitted August 30, 2021 at 09:15AM by crosstrackerror https://ift.tt/3ytxQBC
