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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
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GET MY BOOKS:
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You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
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Strategic Money Planning: 8 Easy Ways To Put Your House In Order
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
Get my books on Audible here:
https://adbl.co/35lVotF
My Amazon Product page:
https://www.amazon.com/shop/heritagewealthplanning
Anything you buy there Amazon pays me a commission. Much appreciated!
GET MY BOOKS:
ALL are FREE to Kindle Unlimited Subscribers!
You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
GET ALL MY LATEST BLOGPOSTS:
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
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and don't forget there IS a 30 day money back guarantee if you're not satisfied!
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GET MY BOOKS:
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You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
Get my books on Audible here:
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My Amazon Product page:
https://www.amazon.com/shop/heritagewealthplanning
Anything you buy there Amazon pays me a commission. Much appreciated!
GET MY BOOKS:
ALL are FREE to Kindle Unlimited Subscribers!
You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
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https://adbl.co/35lVotF
Want to support what I'm doing for $10 a month?
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GET MY BOOKS:
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You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
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My answer to a Quora.com question.
Well there are pros and cons of both.
Vanguard is the lowest fee for their investment platform. No getting around that. And now they offer “financial planning advice” to go along with it.
HOWEVER, having worked at Vanguard and another large financial planning firm, I wonder the true nature of their advice. Is it TRULY specific to YOUR needs, or is it boilerplate, off the shelf advice focusing primarily on investments.
At my previous firm we could NOT talk about the benefits of Roth Conversions, Social Security maximization, asset LOCATION to name a few things.
Big firms are so scared for their reputations they are VERY hesitant to allow any kind of individual planning discussion. I know. I was there. Which is why I left.
Thus financial planning consisted of simple risk tolerance discussions and asset allocation advice. That was it.
Ameriprise, to their credit, does focus on the FULL plan. You’ll walk out of your meeting with a full financial plan tailored to you. And you’ll pay for it, which is a good thing.
But, be advised, Ameriprise does have an incentive to sell you their products, which they may receive commissions on. As long as you know that going in, I’d use Ameriprise. Just don’t buy anything right then. Wait till you get a chance to think about their offerings.
Yeah, some may say Ameriprise has a conflict of interest, in that they only get paid on what they sell. This is true, actually, which is why Ameriprise advisors can not be listed as Fee-Only advisors and belong to Associations like NAPFA.
But….doesn’t Vanguard ALSO have that conflict? I mean will you be able to use Vanguard financial planning services if you don’t have your money there?
I’ve always found it odd that Vanguard escapes the “conflict of interest” charge, that others put on everyone else.
Just call Vanguard, say you want them to do a plan for you but you don’t want to invest your money there. See what happens…
...
https://www.youtube.com/watch?v=NLTyztrOHDA