My wife & I have an appointment with a financial planner next week. What are good questions to ask? We are seriously thinking of retiring & want to develop a retirement strategy. The firm is Fidelity. Any help is appreciated.
Help ! Going to a Financial Planner
- Thread starter The Mover
- Start date
I know Fidelity
I know Fidelity
First, I know a little bit about Fidelity and what they can offer you. The firm is rock solid and has a great history. I transferred a good sum of money up there not long ago and they gave me two First Class American Airlines tickets so you should ask about this offer and see if it's still available. I would be wary about any fees that you have to pay if you're going to pay a financial advisor to manage your money. I like to manage mine myself. If you do some simple reading on Investment you can do as well as any Financial Advisor out there. Fidelity is real good about letting you make deposits and withdrawals when you need to, but has low interest rates if you just put your money into a "high" interest savings account or some of their CD's offered. Also, the price of their stock trades average a bit higher than their competitors. Hope this helps.
kneifl
I know Fidelity
First, I know a little bit about Fidelity and what they can offer you. The firm is rock solid and has a great history. I transferred a good sum of money up there not long ago and they gave me two First Class American Airlines tickets so you should ask about this offer and see if it's still available. I would be wary about any fees that you have to pay if you're going to pay a financial advisor to manage your money. I like to manage mine myself. If you do some simple reading on Investment you can do as well as any Financial Advisor out there. Fidelity is real good about letting you make deposits and withdrawals when you need to, but has low interest rates if you just put your money into a "high" interest savings account or some of their CD's offered. Also, the price of their stock trades average a bit higher than their competitors. Hope this helps.
kneifl
Thanks Kneifl & illuminati. My wife works for one of the auto companies & I think her 410 k ishooked up with fidelity. We are just going to see what they have to offer but not make any decisions right away.
- Feb 12, 2000
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