|
Posted by Peetie Wheatstraw on March 2, 2008, 7:23 am
Greetings,
Involuntarily retired, out-of-work 7 yrs, no soc. sec., pension, etc.
No income save a tad from investments.
I've been with Fidelity for years. Living on savings and a little
earnings, writing checks that clear on Cash Reserves. Did OK with
funds like Growth Co. and Independence until recently. Now sitting
on cash.
I need to leave Fidelity. Performance is not the issue.
I am evaluating similar arrangements with Schwab and Vanguard.
Would be interested in info, opinions, etc re these and other
mutual fund houses. Must willingly honor TOD distributions.
Thanks,
Peetie
--------------------------------------
Misc.invest.financial-plan is a moderated newsgroup where Moderators strive
to keep the conversations on-topic for financial planning. Other posting
guidelines include a request for brevity and another for trimming posts to
which we respond. For all of the other tips and suggestions, see "FROM THE
MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the
Newsgroup.
|