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Investing - Theory, News & General • Fidelity's pitch for the use of financial advisors

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That said, I currently don't use an advisor. I already made one mistake in my SS strategy that will cost me some taxes, but it was an error that only an advisor with very detailed knowledge of SS (child benefits and spousal, child-in-care benefits, and family maximum) would have caught.
I wonder what the odds are that a typical advisor would have advised you properly.

Statistics: Posted by GuyInFL — Mon Oct 21, 2024 12:03 am — Replies 52 — Views 3777



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