UnThreaded | Threaded | Whole Thread (124) | Ignore Thread Prev | Next
Author: MisterFungi Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75617  
Subject: Re: Talk me out of a Financial Advisor Date: 6/1/2013 11:27 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
Murray, who's your broker -- Schwab, Fido? If you have a decent amount of money in your account(s) with them, you can get some useful -- and free -- financial planning advice from them. Are you or your spouse in TIAA-Cref? If yes, same thing there.

A good financial advisor is more than a stock picker. You'll want to put together a long-term financial plan, think about wills and estate plans, and stuff like that. (That's what I'm doing now.)

I know that you said he doesn't hawk Ameriprise products, but Ameriprise has a certain MLM odor about it, nonetheless. I looked at his website. He appears to be a solid Badger-type guy.

You're in Madison, yes? There are a lot of smart people in Madison, and a lot of financial advisors there, what with the university, the state capital, and all. I'd ask around a bit more, before deciding.

Fungi (NOT a financial advisor)
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (124) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Value Hounds

Ubiquiti Analysis
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement