tag:blogger.com,1999:blog-316583760554792907.post6290005136817408115..comments2023-06-18T06:03:54.348-07:00Comments on Racing Towards Retirement: We Fired the Investment AdvisorRAnnhttp://www.blogger.com/profile/04102249990885174107noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-316583760554792907.post-56907465567756058972016-08-26T06:42:01.043-07:002016-08-26T06:42:01.043-07:00Thank you for sharing such great information. abou...Thank you for sharing such great information. about <a href="https://www.bajajallianzlife.com/retirement-plans/retirement-plans.jsp" rel="nofollow">Retirement Plan Company</a> and so on.Anonymoushttps://www.blogger.com/profile/08790459937712656812noreply@blogger.comtag:blogger.com,1999:blog-316583760554792907.post-10191674306905245602016-06-15T02:35:49.526-07:002016-06-15T02:35:49.526-07:00Finding a company who specialise in financial advi...Finding a company who specialise in financial advice can be extremely hard. We recently started our search for a company who would help us plan for our retirement. Luckily we found a great financial firm who offered us independent advice on the best ways to save money for when we no longer work. There are good financial companies out there.<br /><br /><a href="http://ethicablog.livejournal.com/5539.html" rel="nofollow">Henry Hansen @ Ethica Private Wealth Specialists</a>Henry Hansenhttps://www.blogger.com/profile/06599955054146736992noreply@blogger.comtag:blogger.com,1999:blog-316583760554792907.post-17501087488748813052015-12-19T05:19:51.526-08:002015-12-19T05:19:51.526-08:00I've had good advisors and mediocre ones. Even...I've had good advisors and mediocre ones. Even the bad ones helped me get further in my goals. I had to start somewhere and develop an investing habit, and working with an advisor helped me get comfortable with the mechanics and statements. But that was the 90s. <br /><br />Now, it seems much easier to get information and to invest online. I think a service like Wealthfront or Betterment is a great way to get your feet wet, and I don't think you can ever go wrong with Vanguard. <br /><br />I still use an advisor for some investments. For instance, I have an inherited IRA that I have to take yearly distributions from, and I think it was both easier to set up with my advisor and to have my advisor remind me about the mandatory distributions. He helps me pick out individual muni bonds for diversification. <br /><br />That said, we don't always agree. Sometimes I say no to his suggestions, because I have my own ideas about what to invest in and do my own research. We're both okay with that. Anonymoushttps://www.blogger.com/profile/10862388269789070509noreply@blogger.comtag:blogger.com,1999:blog-316583760554792907.post-44029316958102443912015-12-18T12:38:16.112-08:002015-12-18T12:38:16.112-08:00We used a couple if financial planners early in ou...We used a couple if financial planners early in our retirement planning and they were great for high level stuff like understanding each others risk profile and for general education. We didn't use them for investment selection, we do our own research and we run our own superannation fund. We don't use an adviser these days.<br />Jan from Retiring not Shy!<br />www.retirement-planning.infoRetiring Not Shy!https://www.blogger.com/profile/03411968256918924522noreply@blogger.comtag:blogger.com,1999:blog-316583760554792907.post-53013053059303626722015-12-18T12:37:44.031-08:002015-12-18T12:37:44.031-08:00We used a couple if financial planners early in ou...We used a couple if financial planners early in our retirement planning and they were great for high level stuff like understanding each others risk profile and for general education. We didn't use them for investment selection, we do our own research and we run our own superannation fund. We don't use an adviser these days.<br />Jan from Retiring not Shy!<br />www.retirement-planning.infoRetiring Not Shy!https://www.blogger.com/profile/03411968256918924522noreply@blogger.comtag:blogger.com,1999:blog-316583760554792907.post-2239511388896048842015-12-17T20:15:58.186-08:002015-12-17T20:15:58.186-08:00Yes, I have used advisors. One (out of six) was ex...Yes, I have used advisors. One (out of six) was excellent. She worked with us 30 years ago when we had very little money. <br /> Since then I have come to understand that the reason they have such lovely buildings is because they have a part of my money. <br /><br />We do most of our investing on our own and have been mostly out of the market this last few years. Too much for my stomach. In the past we have more then doubled our money by choosing five to ten larger companies that we know a lot about (because we use their product or services) and let it roll. I never invest in small amounts or things. I do not have the time or energy to keep an eye on them.<br /> <br />My philosophy on the markets:<br /> No one takes better care of your money then you. <br />And<br />Remember the money is much more like gambling then it is like saving. Know when to hold 'em and when to fold 'em.Janettehttps://www.blogger.com/profile/10054888725603183006noreply@blogger.com