We need a financial planner in Los Angeles. Or an advisor, I don't know the difference.
Difficulty level: poorly organized procrastinators.
My husband will be retiring in 3-4 years. I don't reach retirement age for several years more, though I could take "early retirement" from my company next year. Between us we have 2 pensions, 2 401Ks, 2 health insurance plans, a bit in savings bonds and a tiny IRA. We have a house that will be paid off in 3 years. And we have a lot of things we want to do in retirement. We're doing reasonably well negotiating where we'd like to live and what kind of place, but we have no idea what we can afford and/or if I can afford to retire with him. [more inside]
posted by SLC Mom
on Mar 17, 2014 -
My girlfriend has as long as I have known her, struggled with money problems. As a thoughtful and incredibly unromantic gift, I am getting her a meeting with a fee-only financial planner for her birthday. [more inside]
posted by punch_the_mayor
on Dec 19, 2012 -
Looking for a financial advisor/planner (accountant, CFP, something else?) in or around Boston for a married couple with good saving habits (see my previous question) and a reasonably healthy-sized nest egg. A couple of additional salient details inside. [more inside]
posted by 5845(f)(1)(D)
on Oct 16, 2012 -
As part of a gradual effort to bring order to our lives, my wife and I would like to talk to a fee-only financial planner, somewhere in San Diego. Where should we go? [more inside]
posted by willbaude
on Oct 31, 2011 -