Skip to main content
No. of Recommendations: 0
Thanks to all for your excellent replies and suggestions. I can see there is a lot more to this problem than meets the eye.

After giving this matter careful consideration, I've come to the conclusion that FIL needs advise from a good financial planner. Not only on this account but on his entire portfolio.

Yeah, I know, a good Fool should be able to do this on his own, but I would be very unconfortable managing somebody elses portfolio and he is too set in his ways to learn a new investment philosophy. I don't mind making a few mistakes on my own portfolio, but it would bother me to no end to screw up with somebody elses money.

Now, the question is, how do we go about finding a knowledgable, trustworthy, fee only financial planner ?

Thanks Again,

Joe
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.