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Originally Posted by travelstiles
Sea -
I would hesitate about excluding people who work with financial advisors, because they may also wish to learn more in order to ask intelligent questions of their advisors.
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I started with a financial advisor just a few months ago. That doesn't mean I entrust all my earthly possessions to him. I still need to be knowledgable and stay engaged - probably more than ever because I need to learn why he is doing things differently than I have done over the years - that's why I hired him. But not every financial advisor, lawyer, doctor, or accountant does the right thing all the time. I hope the club encourages those with financial advisors to join. It will be a big help with "testing" the validity of what your advisor is doing to you, err, for you. ;D
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Brockton, MA 1946-49 * Fort Lauderdale 1950-66 * Northern Virginia (Army) 1967-69 * North Lauderdale 1970-72 * Coconut Creek 1973-87 * St. Louis 1988-89 # Northern Virginia (again) 1990-2000 * Destin, FL 2001-08 * The Villages - Amelia/Hadley