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Personal Finance and Investing

hermetic

(8,648 posts)

18. Thank you

Reply to csziggy (Reply #8)

Wed Jul 8, 2020, 11:56 AM

Jul 2020

I have one son and he is my sole beneficiary. That is all legally locked in place, fortunately.

I do like the idea of having someone I can talk to in person. I've never been fond of telephone visits and email is even worse. So I will start having a look around.

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Introduction [View all] hermetic Jul 2020 OP

My suggestion is that you want save what you have, limit your risk of loss. empedocles Jul 2020 #1

Sorry about the interruption, 4 yr old granddaughter had to go to the empedocles Jul 2020 #7

How nice hermetic Jul 2020 #14

I would suggest you ask her to sell enough so that you can pay for a couple of hours worth BComplex Jul 2020 #2

Thanks for your advice hermetic Jul 2020 #15

I worry if you inherited any IRAs or 401ks. progree Jul 2020 #3

Right on the nail head there. hermetic Jul 2020 #16

Don't put it in the stock market, good chance he's going to crash it before this is over. Canoe52 Jul 2020 #4

I don't think she has legal standing to tell you not to talk to anyone else about your account. Merlot Jul 2020 #5

Yep hermetic Jul 2020 #17

I have found financial people are more than happy to answer questions Merlot Jul 2020 #25

I am sorry for the loss of your dad. bottomofthehill Jul 2020 #6

Thanks hermetic Jul 2020 #13

Edward Jones is a pretty good company csziggy Jul 2020 #8

Thank you hermetic Jul 2020 #18

Yeah, when I was first looking at brokers I looked at online ones csziggy Jul 2020 #20

A few things you may want to consider; A HERETIC I AM Jul 2020 #9

"Well, guess what? It isn't up to her! It's YOUR MONEY! " progree Jul 2020 #10

As Host of this group, I would hope the participants here would refrain from giving specific investm progree Jul 2020 #11

I agree..... A HERETIC I AM Jul 2020 #12

I've never understood having many different investment accounts csziggy Jul 2020 #21

When I was a broker, the situation you described were dreaded. A HERETIC I AM Jul 2020 #22

The "Don't keep all your eggs in one basket" idea is fine for FDIC accounts these days csziggy Jul 2020 #24

THANK YOU! hermetic Jul 2020 #19

You are very welcome. A HERETIC I AM Jul 2020 #23

No prop taxes? paradise! bucolic_frolic Jul 2020 #26

Idaho hermetic Jul 2020 #27

Thanks! bucolic_frolic Jul 2020 #28

I just finished reading this thread, and I want to say PoindexterOglethorpe Aug 2020 #29

WOW! Thanks! And very well said! A HERETIC I AM Sep 2020 #31

Post removed Post removed Sep 2020 #30