Hello Penny Horder Community:
I am new as of yesterday and wanted to get info on how to choose a Financial Advisor, tax accountant and Investment Bank. We are about to inherit a large sum (high 6 figure) and need advice. I am 63 and my husband is 66. I work in Boston currently and am not sure when to retire. Any suggestions are welcome!
That is not my area of expertise but let me say congratulations on the inheritance. It sounds life changing, and I hope it is a wonderful blessing to you.
Hi Kelly! Thank you for the reply!
I honestly see it’s a doggy world! I am looking for a coach
I cannot believe nothing is less than 250 per hour? I can’t afford that! I am totally unsatisfied with my accountant for a long long time, haven’t been able to find another one! Some say you need this team.
I cant find a legit mortgage company my bank was my go to years ago & now they are lower than low capital one I was with Chevy chase.
No cash ? just property I wanna change that!
