Fidelity without a doubt. I find my advisor thoughtful and generous with his time. TIAA credit are pleasant but pretty useless. My current state 401 k manager Empower has good people but few products and surprisingly high charges. Worst ever was Valic high charges and completely uninspired. They fought like heck to transfer my funds.
This is exactly what I am facing. I went to a Catholic school and a red brick UK University. I eventually migrated to the US and became a business academic. Always trying to do better and reinvent myself. Now just past traditional retirement age I am trying to decide what to do next. Thanks for your great article.
Comments:
Fidelity without a doubt. I find my advisor thoughtful and generous with his time. TIAA credit are pleasant but pretty useless. My current state 401 k manager Empower has good people but few products and surprisingly high charges. Worst ever was Valic high charges and completely uninspired. They fought like heck to transfer my funds.
Post: Which banks, brokerage firms and other financial companies would you recommend to friends?
Link to comment from June 22, 2024
This is exactly what I am facing. I went to a Catholic school and a red brick UK University. I eventually migrated to the US and became a business academic. Always trying to do better and reinvent myself. Now just past traditional retirement age I am trying to decide what to do next. Thanks for your great article.
Post: The Other Enough
Link to comment from March 11, 2023