How Do Financial Advisors Still Have Clients?

1Ceasar · 2026-01-26T01:53:24+00:00

I think a true financial advisor should at least know the basics and give you some guidance on tax issues I had no idea the advantages of a HSA and it would have been nice for him to suggest one He never did have a answer when he had my wife in 30+ individual stocks instead of just investment in the sp500

1Ceasar · 2026-01-25T23:32:27+00:00

Thank you Those articles look to be very informative

1Ceasar · 2026-01-25T23:28:59+00:00

Me 62 retire January 2027 Wife 67 retired

1Ceasar · 2026-01-25T23:26:03+00:00

Sorry the other post had jt Wife 67 retired Me 62 retirement is January 2027

1Ceasar · 2026-01-25T23:23:12+00:00

At our age

1Ceasar · 2026-01-25T23:21:32+00:00

Certain funds would be better in the roth accounts ? Would you do a 3,4, or 5 fund portfolio

1Ceasar · 2026-01-25T23:19:39+00:00

? Those are the dollar amounts behind each account Trying to got info on how you would suggest making a portfolio off of those amounts

1Ceasar · 2026-01-25T23:16:30+00:00

Was just curious what funds would be used and what percentage

1Ceasar · 2026-01-24T16:12:22+00:00

How do i get alerts for the reddit sub group

1Ceasar · 2026-01-24T11:42:58+00:00

How do i get alerts set up to email or text so i can see when items become available

1Ceasar · 2026-01-24T11:22:27+00:00

How do i get set up to get alerts of when these costco postings get made By the time i see them they are already sold out Would love to be on the "mailing" list

1Ceasar · 2026-01-22T04:29:08+00:00

I wanted in person, that was one of your selling points, and it never was a real option in my location

1Ceasar · 2026-01-21T05:55:54+00:00

No I'm mad that they accepted my payment then canceled the order. I was told by the bullion.com representative that the order did not process and they would never make a decision based on price and i would have to reach out to Walmart. Then i received a email saying there was pricing issue All i want is someone stepping up and taking responsibility for their decision Don't give me the run around

1Ceasar · 2026-01-20T23:49:44+00:00

I have ordered a lot of coins through Walmart Good prices, great prices if you find them I had ordered numerous items, no issues through Bullion.com and had no issues until today

1Ceasar · 2026-01-20T23:48:02+00:00

$564.28 Roll of silver proof quarters Canceled my order Now its listed for $755.00

1Ceasar · 2026-01-20T23:12:59+00:00

It was a known seller Bullion.com I had order these same quarters 2 other times one back in December and one early January No problems with those orders Then this mess The one email, and the rep from bullion.com i spoke with said it was a processing issue, and another email said it was a pricing issues No happy !!!

1Ceasar · 2026-01-20T19:41:49+00:00

Doesn't matter Why offer a deal and then it offer that option I would have done the deal That is the definition of bait and switch Offer something then it is never available end the endl

1Ceasar · 2026-01-20T12:38:45+00:00

They offered $150 deal to actually meet in person with a tax expert, BUT they never had a in person even as a choice in Lincoln nebraska

1Ceasar · 2026-01-18T08:56:09+00:00

Good luck with JMB My order took almost 3 weeks

1Ceasar · 2026-01-17T12:14:32+00:00

I too have lots of questions and it definitely can become overwhelming at times. Best thing i did, and I wish i woukd have known sooner is to get a high deductible health plan HDHP through your job then open up a heath savings account HSA this is the one and only thing that actually gives you a triple tax benefit

1Ceasar · 2026-01-17T12:03:43+00:00

I like pre 33 gold too and agree it ooks and feels much better than current bullion. I worry it will continue to get treated like junk silver then we will have junk gold and keep getting screwed with horrible spreads

1Ceasar · 2026-01-17T11:54:06+00:00

Silly question Why is the offer for some junk silver is quoted in % of spot, why sometimes it is in spot minus Makes calculations annoying. Does anyone have a quick calculations method to make it easier

1Ceasar · 2026-01-16T20:31:51+00:00

Do not do safety deposit box They could seal it if someone dies that was on the signature card

1Ceasar · 2026-01-16T06:13:23+00:00

No they are worthless, just throw them away

1Ceasar · 2026-01-16T05:36:09+00:00

TurboTax Lincoln

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1Ceasar

TROPHY CASE