OP,
Congrats on creating your large retirement pot.
As others have indicated, you could simplify a little which would make management a little easier, however you have done extremely well and are well set for your golden years.
One question I have is on the "Fidelity Rep helping" comment you made. What does this service cost? If it is chargeable and is % based on assets under management I would look to remove them as you simplify your portfolio.
All the best,
WienerG
Congrats on creating your large retirement pot.
As others have indicated, you could simplify a little which would make management a little easier, however you have done extremely well and are well set for your golden years.
One question I have is on the "Fidelity Rep helping" comment you made. What does this service cost? If it is chargeable and is % based on assets under management I would look to remove them as you simplify your portfolio.
All the best,
WienerG
Statistics: Posted by WienerG — Fri Jan 05, 2024 3:09 am — Replies 6 — Views 908