How does it work? You get unlimited time for $200/month? Or is there some time constraint? Pretty much unlimited there is no constraint I have asked many questions and usually get an answer within 24 hours. I am sure there is a threshold but I have no hit it yet.Fast forward those several years I got rid of them and hired an advise only advisor for 200/month I have had him for 1 year.
My wife just picked up a FT position increasing salary 3x after telling him this he did not ask any follow up questions like lets rerun your numbers does she have a new 401k plan do you want to consider rolling her old 401k to a roll over IRA for more options, not one question.
Do I run again? I like having someone to bounce stuff off but man even the basic questions were not asked.
Did you ask him if your agreement changed? He said the agreement will not change, identical deal. I will get a knew agreement letter with knew company name and will move from Right Capital to the eMoney platform. I really liked the Right Capital Platform as he was able to give me full edit rights to play around with it. I don't think eMoney has that option.
What happens if you ask him? Does he engage and answer? Maybe he is waiting for questions? If I ask he will answer, maybe it is a matter of he knows/thinks I know what to do. In this case I do know but it seems like he should have asked at least a follow up probing question about 401k match or will we increase our after tax investment contributions.
[/quote]
Statistics: Posted by 1095tofi — Sat Jan 20, 2024 7:11 am — Replies 3 — Views 439