Could you explain the 1% fee? It seems reasonable for an initial planning strategy (and maybe periodic updates as life unfolds) but a lot if it’s a yearly cost.
Thank you for sharing your experience! It's great to see that you're proactive about seeking professional help to ensure a smooth and secure financial future.
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Good information Ari. Thanks
Glad it was helpful!
Could you explain the 1% fee? It seems reasonable for an initial planning strategy (and maybe periodic updates as life unfolds) but a lot if it’s a yearly cost.
I find growing my nest egg is the easy part, I will seek an advisor to ensure all the moving parts like SS, Medicare, taxes, etc connect together.
Thank you for sharing your experience! It's great to see that you're proactive about seeking professional help to ensure a smooth and secure financial future.