I retired in 2023. I have met with my local Fidelity rep twice. He is a nice guy and not pushy. I have learned a couple of things from him. Last time I met with him was because I had time to kill while my car was being repaired. The Fidelity office was in walking distance and I knew I could get a free coffee.
You can probably learn everything you need to know about investing, withdrawal in retirement, and personal finance here.
I will say my experience with the Fidelity rep is much more above board than the free steak dinner people. I still took the free dinner.
You can probably learn everything you need to know about investing, withdrawal in retirement, and personal finance here.
I will say my experience with the Fidelity rep is much more above board than the free steak dinner people. I still took the free dinner.
Statistics: Posted by mhc — Sat Dec 28, 2024 2:32 pm — Replies 12 — Views 503