Talk of The Villages Florida - View Single Post - How much is your financial advisor costing you?
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Old 06-30-2025, 09:42 AM
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rjm1cc rjm1cc is offline
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I think it will be hard to find one that will take over if you can not pay your bills etc.
To manage the money think about ETF and invest in the large indexes and forget it.
One problem is that if you sell an investment to adjust your asset mix you will have a capital gain tax so an advisor that wants to rework your investments could cost you a lot in taxes.