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Personal Finance and Investing

A HERETIC I AM

(24,765 posts)

7. Fair enough.

Reply to JudyM (Reply #4)

Mon Dec 26, 2022, 06:23 PM

Dec 2022

My apologies for misunderstanding.

Just remember to read any document you are asked to sign thoroughly and most important of all, DO NOT BE AFRAID TO ASK QUESTIONS.

Best of luck!

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Any ideas for finding a fee-for-service financial/tax advisor? [View all] JudyM Dec 2022 OP

Make sure whomever you hire is a fiduciary, not some salesperson. SheltieLover Dec 2022 #1

IKR! JudyM Dec 2022 #5

Glad you know. SheltieLover Dec 2022 #6

Yes, I've done that JudyM Dec 2022 #9

I thibk they are licensed by state. SheltieLover Dec 2022 #11

That's right, but some have licenses in multiple states. JudyM Dec 2022 #12

We use our bank. I'm sure they get a percentage but it's a local 1WorldHope Dec 2022 #2

Interesting, I'll check that out. JudyM Dec 2022 #10

The only thing those types of people have to sell is expertise and information A HERETIC I AM Dec 2022 #3

Your last bit of advice is a good idea! JudyM Dec 2022 #4

Fair enough. A HERETIC I AM Dec 2022 #7

I edited the question, thanks for your helpful input on that! JudyM Dec 2022 #8