How to figure out if your adviser is worth what they’re charging you. Getty Images/iStockphoto Question: I have a comfortable balance in my investment account but have a question about only taking out...
Tag: cushy
‘I feel like I’m investing just to afford taxes and broker fees.’ I’m 72, have a cushy amount of money invested and was withdrawing 4% a year, but once I pay fees and California taxes that won’t be enough. Should I ditch my financial adviser?
How to figure out if your adviser is worth what they’re charging you. Getty Images/iStockphoto Question: I have a comfortable balance in my investment account but have a question about only taking out...