Talk of The Villages Florida - Recommendations for Financial Advisor

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- - Recommendations for Financial Advisor (https://www.talkofthevillages.com/forums/investment-talk-158/recommendations-financial-advisor-353186/)

Quote:

Originally Posted by capecoralbill (Post 2373404)

"Caymus Others were not taking new accounts."

Would you mind telling us who was not taking new accounts?

None of them were near The Villages. Two were in Massachusetts, one each were in Connecticut and Colorado.

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.

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) | The Annuity Man

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

FWIW

Quote:

Originally Posted by Stu from NYC (Post 2373430)

Guess they talked you into buying annuities

Google his name. The article says he was arrested and charged with felony assault at Wolgang Pucks in Brownwood while intoxicated.
Just one of many examples of the importance of due diligence.