Talk of The Villages Florida - View Single Post - Need CFP
Thread: Need CFP
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Old 12-26-2020, 11:05 AM
John41
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Originally Posted by KJ1325 View Post
I'm in Ohio and I need a good Certified Financial Planner. Most all of my investments are with Vanguard and a couple of business's which for the most do not require much from me. My CPA isn't much help as they just tell me to save and don't spend. Anybody have any good recommendations? Fee's?
Thanks
Index funds beat professional management so avoid any financial planner who wants to put you into managed funds or load funds with a sales commission. If you have high school math skills it's easy to use a calculator to figure out how much you need to save.