Anyone have a great financial advisor/planner that they recommend that is fee based only? TYIA!
Diane Q. replied:
https://www.facebook.com/KirschWealthManagement/ Check out Aaron, he does fee based business is a CFP® and a pretty great human :)
Neil P. replied:
www.thewealthcreatorcompany.com
Houtan H. replied:
https://www.facebook.com/1721975618049831 Edward Jones - Financial Advisor: Robert Baker https://www.facebook.com/Edward-Jones-Financial-Advisor-Robert-Baker-1721975618049831/
I'd like to ask my neighbors for a referral please. Can anyone recommend a professional, competent, experienced Financial Advisor? Would very much appreciate it. ...
Sarah P. replied:
Dan Neff818 435-2265 we have been with him for years he's great!
Researching some financial investment options. Read about Fidelity and Vanguard. Does anyone use either? Advice, suggestions, experience? IRA vs Roth IRA, mutal funds,...
Rachel L. replied:
Mark Trazo
Jamie F. replied:
Allison Butchko Thanks Allison. Yea, that's why I'm trying to educate myself so I can maximize my money over time. Rachel Lovejoy lol Yea I need to talk to him and see how much he charges for financial advice. Bianca Panlasigue thanks Bea! I already have a work fund I match. I've been meaning to open up a Roth IRA with another investor that may yield better. Thuy Ta lol I wish! No, I just really need to start investing my money properly and I've been just putting it off. Karen Manrique lol sure. My Auntie Lourine keeps asking me to come over. Kitty Anne haha. do you know what exactly kind of fund it's going into? Ann Dumilon Thanks Auntie! Yes please. Auntie Lourine wants me to come to their house to set and open up a Roth IRA. Maybe we can all get together at her house and go over it if you have the time. Maybe even open up an account for your kids
Jamie F. replied:
Allison Butchko awesome! I'll hit you up sometime in the next two weeks. Thanks again! Judy Fontamillas cool thanks for the tip! I'll PM you when I get the chance. Joey Osio yea I've read that. I want to be able to have one account I can dip into in case an emergency happens without it costing me too much and another account that I won't touch til much later so it grows. Thanks!
Jonathan R. replied:
This is the one I'm looking into as a mid-long term investment. Super-low cost, decent return on 5 years, and tracks the entire stock market, so unless we have another crash (not likely unless the Fed gets caught with it's pants down. Or gone...) should be fairly reliable. Sure it's "high" risk, but the stock market over the long term has only grown. Only downer is a $10K minimum investment. I would combine this with a 401(k) if your work offers it, as you get a contribution from work. RothIRA only if your work doesn't offer it, or their contribution is pathetic. I don't consider any of these emergency funds; they should be strictly for investment, and keep your rainy day fund separate, and liquid. https://personal.vanguard.com/us/funds/snapshot?FundId=0585&FundIntExt=INT