I posted earlier on a book she could begin with (The Bogleheads' Guide to Investing) and IHi,
I have a sister-in-law who is a bit behind in her retirement planning, but more importantly is being lured by an AUM advisor, that "everybody uses". She is a teacher and the scariest part for me is talk of taking her (only) pension in lump sum form so that he can invest it. He gave her a 62-page form to sign in seven places, so she needs some help. ....
wonder if you can say what the 62-page form requiring seven signatures is called and what investments he is advising and how well she understands them.
Statistics: Posted by Fallible — Mon Jan 13, 2025 5:56 pm — Replies 14 — Views 906