Frustrated with poor financial advisors that just invest your money for a 1% fee?
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- čas přidán 10. 09. 2024
- Is your financial advisor guiding you through all the decision of retirement or just investing your money? There are many decisions outside of investing that must be understood -- when to take social security? How to manage taxes? Asset allocation to minimize risks? Sequence of return risks.
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PLEASE STOP USING Spreadsheets! It falls way short optimizing every retirement factor
Retirement Tool Link I reference and use and recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).
www.newretirem...
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Need a CFP to create your retirement plan for a one time fee? My Recommendation: Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn.
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DO NOT GO IT ALONE!!!!!!!
Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor
No obligation. Get answers to your questions. Get an expert to look at your plan.
moneypickle.com...
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Plant Manager, Maintenance Manager and Career Consulting -- 1 hour virtual via Teams/Cell Phone
sowl.co/s/bQifp
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RECOMMENDED FINANCIAL ADVISOR - Assets under Management or one time plan creation
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492
Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.
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