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Personal Finance (Not Investing) • Objective Professional Financial Advice

The basic questions: when to start taking Social Security? I am drawing down from the right buckets or should I switch? taxation, taxation, taxation...
should I convert some of my assets to income? continue renting or consider a home purchase? Am I holding the right assets in the right accounts?
If you ask an open question about life insurane annuities to an FA and they give you positive validation, walk away

Statistics: Posted by EricGold — Sun Jul 14, 2024 10:27 am — Replies 19 — Views 1234



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