Retirement next year
Hi Terry I am 67 years old . Thinking of retiring next year , last year I moved a good percentage of my money from a fidelity Ira to Edward jones. I see fees in the Edward’s jones prospectus that I did not expect , my advisor is a great guy but not sure if I should have remained with fidelity. This has caused my sleepless nights and anxiety. What are your thoughts of Edward Jones as a whole , I enjoyed the freedom to make my own moves in fidelity. Thanks
Terry Says
No wonder you’re not sleeping. Sure thing you’re paying too much in fees.
Read this and find a trusted Fee-Only, FIDUCIARY financial advisor, who will put your interests first.
https://www.terrysavage.com/pam-krueger-wealthramp/
It’s always worth paying for good advice, but you want your incentives to be aligned with your advisor.
