Category Archives: Investing,Retirement,Taxes
Ask an Advisor: We’re in Our 60s and Have $2.4 Million in an IRA. ‘Do We Really Need a Financial Advisor?’
My wife (62) and I (60) have $2.4 million in our Edward Jones IRA account and have no mortgage payment and our children are out of the house. Do we really need a financial advisor (at 1%) or could we
How Many Financial Advisors Do Wealthy Investors Meet Before Hiring One? You May Be Surprised
You’d think before they hand a large sum of money over to a financial advisor, wealthy investors would check out and interview a number of candidates to handle their life savings. However, a new study shows you’d be wrong. Consider working