Skip navigation

Do I need a financial advisor

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Feb 10, 2020 4:43 pm

My last advisor moved almost my entire portfolio to 4 annuities even though I just retired age 70. So it seems I either wait ten years or be penalized and hire a new one. Is it wise to try to handle it myself if I wait until they end or is there so many things I need to know that could be detrimental in the end?

May 3, 2021 6:58 pm

It depends on the stage you are in life if you need a financial advisor and the goals. If you are planning retirement or want to manage taxes, they yes - especially estate planning. If you just want to buy and sell stocks, maybe no. You can find seminars and education workshops through