I do yearly review with FA.
He went over emergency, retirement and college goals.
Ensured I was maximising all contributions.
Suggested MM fund for emergency than FDIC to get better interest rate which I did.
Suggested participating in DCP plan which I have yet to implement to defer some of the taxes in highest bracket.
Suggested municipal bond index fund for taxable if needed
Overall I found him knowledgeable and supportive of BH
He went over emergency, retirement and college goals.
Ensured I was maximising all contributions.
Suggested MM fund for emergency than FDIC to get better interest rate which I did.
Suggested participating in DCP plan which I have yet to implement to defer some of the taxes in highest bracket.
Suggested municipal bond index fund for taxable if needed
Overall I found him knowledgeable and supportive of BH
Statistics: Posted by yogesh — Fri May 03, 2024 11:56 pm