Save yourself a lot of money and invest yourself in target date mutual funds - let the real experts pick the stocks and bonds, they know a lot more than any local adviser.
Set up a no load fund portfolio with Vanguard, Fidelity or T Rowe Price - you can't go wrong of any of these three.
I learned my lesson about expert broker advise long ago. Fortunately long enough ago to allow me to retire now.
Last edited by billybye; 07-21-2015 at 03:42 PM.
|