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Forbes Financial Planning

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Cole Mitchell
October 5, 2022

I'm 66, own 5 properties, and wonder if selling might offer 'a better retirement than being a landlord.' But I'm struggling to find an adviser to help who isn't 'trying to sell me' something.

Cole Mitchell
October 5, 2022

Source:https://rb.gy/rgslr

Newer PostI have $600k invested, but my financial adviser has only made one trade this year, and left $7,500 in cash in my Roth IRA. Is it time to get rid of him?
Older Post'Every month I express my concerns to my adviser, but he says not to worry.' My 401(k) has lost over 20% and I can't afford to lose that kind of money. Is it time to find a new adviser?

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Phone: (401) 885-7300

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dforbes@forbesplanning.com

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660 Main Street, Unit C-3,
East Greenwich, RI 02818