Quote:
Originally Posted by Carolynp4
We use creative planning, Colby Winslow (he comes to our home) who is brilliant. I’ve used vanguard, (advisor), for several years, but after a situation where they made a recommendation that I totally disagreed with and I lost 25% of my portfolio. If I hadn’t followed the advice from Vanguard, I would have been fine. They intimidated me saying I was paying for their “expert advice “. So I followed their terrible advice.
Next month I’m meeting with Colby to discuss how to approach the end of Trumps tax cuts in 2026. He thinks outside the box.
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Definitely going to be an issue in Jan 2026 with the end of the tax cuts unless that’s continued. I just moved my investments from Merrill Lynch where I was paying a 1% fee to Schwab where I’m not paying any fees. Happy with the free advice, research, and info provided by them thus far.