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Strategies & Market Trends : Dividend investing for retirement
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CusterInvestor
To: JimisJim who wrote (22000)2/28/2015 11:36:17 PM
From: Aggie1 Recommendation  Read Replies (5) of 34328
 
Hi JimisJim

You raise some really interesting points, and I would like to put it out to the board, the issue of financial planning. I'd be very interested to see how our board members manage their futures, if they are willing to share it. To the board:

1. In your (collective) experience what was the best way for you to get advice on retirement planning - was it from

a. the brokerage house where you have your account (i.e. the E-Trades, Fidelity's, TD Ameritrade's, Schwab's of the world) or was it
b. from a broker managing your account or
c. from hiring your own certified financial planner - or was it
d. done on your own, do-it-yourself using your own 'wit and grit' to arrive at the best answer?

So far I've had no professional help with retirement / estate planning, and have done virtually all of my own retirement planning, and have been happy with the results. I initially had an investment counselor managing my brokerage account when I first got started (30 years ago).

I think your post should be considered quite thought provoking. I am thinking now that I ought to at least seek the consultative input of a financial planner - but I would like to understand from others (who have) whether this was a good value for them, in retrospect.

And what would you / they do different in your next life? For me, I think I would start with formal estate planning about 10 years earlier.

Thanks & Regards all

Aggie
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