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Recommendations for Financial Advisor

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  #46  
Old 09-25-2024, 09:01 AM
Caymus Caymus is online now
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Quote:
Originally Posted by capecoralbill View Post
"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.
  #47  
Old 09-25-2024, 11:15 AM
petsetc petsetc is offline
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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
  #48  
Old 09-25-2024, 05:31 PM
Plinker Plinker is offline
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Quote:
Originally Posted by Stu from NYC View Post
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.
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