I have an appointment with a Vanguard advisor next Thursday. I think his services will cost me about $600 for managing the $200k for the first year. I will take this year to get smarter as an investor.
I need to learn how to pass this money on to kids with minimal tax due, how to sell and buy smartly, how to intelligently diversify and how to minimize costs. Excited about my new journey as I am OCD when it comes to learning new skills. Thanks for all of the advice even though some was contradictory.
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