How can I find a fee based financial adviser with expertise in international situations for personal banking, investing, retirement saving and tax planning? I am a Canadian expat, former UK resident, and immigrant to America (living in Chicago) and will have income and retirement savings coming from multiple countries and uncertainty about where I will ultimately end up.
How can I find someone who can help me with my particular situation?
posted by srboisvert
on Aug 29, 2013 -
I know timing the market is stupid. My previous attempts at it have never worked out in my favor. My 401K is all index funds. However, with the possibility of Congress going over the 'Fiscal Cliff," it is a horrible idea to go all cash until they get it sorted out? [more inside]
posted by COD
on Dec 4, 2012 -
What is the most prudent way to reallocate one's 401(k) in light of the US downgrade and recent market crash, assuming one has a moderate number of years until retirement and wishes to get a return on investment greater than the typical return of money market funds?
posted by I EAT TAPAS
on Aug 8, 2011 -
Where is my money doing me, and the world, the most good right now: going into a 401(k), or going into my wallet and getting spent? [more inside]
posted by logovisual
on Feb 17, 2009 -
We are a newly-wed, youngish couple (both 30 years old, both professionals) trying to allocate funds to two different projects: purchasing a first home in a very expensive metropolitan area and saving for retirement. What should we be thinking about as we allocate our savings? [more inside]
posted by anonymous
on Dec 7, 2008 -
I know you are not my broker.
Despite my personal contributions and my employer match, my 401K has 7% less money in it now than it had a year ago, which is, in turn, is 6% less than it had at this time two years ago. I understand that I'm supposed to be in this for the "long haul" but at this rate I'm losing money faster than I can contribute it. How do I fix this? [more inside]
posted by anastasiav
on Sep 16, 2008 -
Questions about opening a Roth IRA -- particularly, does it matter where I open it? If so, Fidelity vs. Vanguard? [more inside]
posted by salvia
on Apr 6, 2008 -