Talk of The Villages Florida - View Single Post - Advice pls
Thread: Advice pls
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Old 12-17-2020, 05:56 PM
jagdl jagdl is offline
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Make an appointment with a financial advisor. We met with Samantha at Fidelity. First meeting was just to get to know her and the company. So happy we did. Talking with her is like sitting down with a friend while she talks basic steps and told us things we never thought or knew. Never go with a planner that tells you don't worry about it, they will handle it. Right now everyone is making money. Find someone you enjoy having coffee with and learn from them. It is Free.