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Subject:  Re: Talk me out of a Financial Advisor Date:  6/1/2013  11:23 PM
Author:  MisterFungi Number:  72351 of 97411

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 decent -- 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)
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