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Old 01-24-2020, 09:37 AM
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villagetinker villagetinker is online now
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My planner is in PA, I still use him, but he is with Ameriprise and they have a local office. There are several online services, but there are many other things to consider, as you appear to be aware of. You will need to consider all of your other income sources, in a few years RMDs, taxes and several other items. I do not have any recommendation for any planners in TV as I have not had any personal experience with them.
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Pennsylvania, for 60+ years, most recently, Allentown, now TV.