3 ms·
The answer is... it depends. Initially they helped us gather the info from >30 years of various accounts, then forcing us to make some assumptions - retirement
by mud_dauber 8y ago
The answer is... it depends.
Initially they helped us gather the info from >30 years of various accounts, then forcing us to make some assumptions - retirement dates, estimated budgets, and so on. It sounds rudimentary but was still very useful.
Longer term: prompt reinvestment of cash; advice on medical insurance planning (we were transitioning from Cobra coverage), whether to pay off selected debts early, and so on.