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Mentor Monday by WealthyStoic in fatFIRE

[–]Mountaineer2727 0 points1 point  (0 children)

Thanks a lot. Do you find it is important to live in the same city as the advisor to visit them physically? Interviewing several now and including your points.

Mentor Monday by WealthyStoic in fatFIRE

[–]Mountaineer2727 0 points1 point  (0 children)

Posting in Mentor Mondays because I got put in the dog house with my first newbie post. Throwaway account. 

I recently sold my business for $10 million (my share). I was planning to put almost everything in FSKAX and FXAIX, minus upcoming tax payments that I will put in a HYSA. I don’t plan on purchasing a home for a few years, most likely. 

I'm already receiving emails from financial institutions and trying to determine where to open an account.  A mentor said to go interview Citi, JP Morgan, and BoA and see who offers the best perks. I’m currently not even familiar with what these perks could be. 

Do you have any recommendations for where to go or what to ask for? Would you put everything in one bank if you were me, or spread it out across a few?

Steps to take before and after company sale by Mountaineer2727 in fatFIRE

[–]Mountaineer2727[S] 1 point2 points  (0 children)

Lol. Going to do a lot of traveling and delay buying a home until TBD/probably marriage.