401k advice
67yr old still working. Hoping to retire this year. My 401 at work is with fidelity’s. I also have retirement managed account with chase from a former 401. Should I combine chase with fidelity and get out of the managed ?
Terry Says
I think this would be a great time for at least one session with a fee-only FIDUCIARY (trusted) financial advisor to review your overall situation — everything from investments to retirement planning, future healthcare needs and estate plan. You don’t have to do everything –but one meeting might change your life in a positive way.
Find a fee-only fiduciary you can trust here: https://www.terrysavage.com/pam-krueger-wealthramp/
