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Thread: How much is your financial advisor costing you?
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Old 06-30-2025, 02:01 PM
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Quote:
Originally Posted by petsetc View Post
I do my own investing mix.

My obligatory post to anyone seeking investment advice.

Take time to read Paul Merriman’s 3 FREE ebooks.
1. First-Time Investor
2. 101 Investment Decisions
3. Get Smart or Get Screwed (read this first!)

Found at paulmerriman.com

Also on his site are recommended portfolios for using Vanguard, Fidelity, T.Rowe Price or Schwab for DYI'ers. Much good info, ignore the puffery and sales pitches, remember, the info is free.

I use the Vanguard breakdown (403 Forbidden) and it has treated me kindly for 20 years.

If you do want to know too much about annuities, listen to Stan The Annuity Man® | Brutally Honest Facts About Annuities podcasts.

Podcast - Have Fun With Annuities(R)

Last recommendation is FIRECalc: A different kind of retirement calculator , a Monte Carlo simulation of your future.

FWIW
I get that. Based on my own research I first invested in stock when I was 16 years old and have been DIY for 67 years as I am now 83 years of age. What I am facing is who do I turn to when I cannot or do not wish to continue handling it all myself?
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