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!

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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! 

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