Ask Terry Questions Pay financial adviser??

Pay financial adviser??

By Terry Savage on August 15, 2018 | Financial Planning / Retirement

My wife and i have close $400,000 in retirement funds. i’m retired for 8 months she retires in june 2019. i have LTC with a financial institution. They are reputable and never pressured us into anything. If they handle my retirement funds they’re asking for 1.23% per Quarter. I would be nervous about a major market drop if i managed it myself. This way they would move funds in appropriate allocations. I have a pension she will have one also and waiting till we are 66 for S.S.

Terry Says

That’s ridiculous!! Don’t do it! Wait a couple of weeks till I finish writing about a fabulous new service that matches you with an appropriate, vetted, fee-only financial planner. It will save you a small fortune.

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