Fees undercut returns on your investment. West Bend,News
I checked on my investment fees and cost. There are a lot of hidden costs.
My question is what should I do? My wife and I are in our early 80’s and want to protect our savings/investments as much as possible. Should we find a different place to put our investments.
Thank you
Terry Says
Oh absolutely. But changing those investments could cause taxes (on gains) and have other consequences, such as an impact on your Medicare Part B premium caused by taking those gains. At this stage of your life, you need a meeting with a financial planner you can TRUST– a true Fiduciary, who charges only a set fee and is not trying to sell you stuff. Read this article on my website.
