I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...
8 financial advisers on what to do with your money before the inauguration
President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...