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Retired Engineer Bob

Profile Information

Gender: Male
Hometown: Milwaukee
Home country: USA
Current location: Carmel, IN
Member since: Wed Apr 14, 2021, 08:08 PM
Number of posts: 592

Journal Archives

Talking to a fiduciary Monday

I listed the things I wanted to discuss.

1. Overall balance, things gotta move.
2. Consolidation, Iím almost losing track of accounts.
3. Estate planning. Mom has $$ in Dadís estate. He died late 2019, still not resolved. I refuse to leave such a burden on my husband.

Iíll need to understand their fee structure. They (fiduciary) are not free.

Anything else I should ask?
Posted by Retired Engineer Bob | Thu Aug 5, 2021, 12:52 AM (8 replies)
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