Sadly someone in my family got ill and then passed away.In Feb 2024 you agreed that Vanguard PAS was a good option to explore. No posts since then. If you haven't even contacted them in over a year, it seems you need to try a different approach. Or, determining if you need some non-financial expertise in how to make decisions.
I did not end up taking out the money from EJ as a result until the end of last year. I would prefer to meet with someone in person. I swt up an appointment with someone from fidelity ,only to realize that there is a difference from Fidelity investments and Fidelity Bank. He was nice and appeared knowledgeable. He had lots of great ideas. I left and didn't act on it because I was thrown off that it wasn't Fidelity investments (not sure it it matters), and because I realized that I'm not sure what I really should be asking. Also that I don't even know if I'm making this way more complicated than it should be seeing as I'm not looking for high risk investments.
Statistics: Posted by sparkyma — Sat Mar 15, 2025 5:09 am
