Any help you might have in suggesting how we can maximize our savings and growth toward retirement would be appreciated. After talking to the AEx advisor my wife is worried we are not going to have much money at retirement. (Oh if only we had saved more in our 20's)>>>Be it encyclopedia salesmen, insurance guys or "financial planners", they all seem to attack the wife's sense of security to close the deal. It's true that everyone must earn a living in order to eat, but in this case, just take the guy out to dinner -- it'll be alot cheaper!! I also have to agree with Tiggertoo about the $80K in stock -- you shouldn't owe Uncle Sam anything until you sell, and then it'll be at the basis price you inherited at, not your benefactor's cost. Was this also from this self-serving financial planner?? Dump this guy, and quick. You're are fortunate to have hooked up with this 'site -- nobody here is looking to feed their kids with YOUR money here..
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