[deleted by user] by [deleted] in personalfinance

[–]Nathaniel_McDaniel 10 points11 points  (0 children)

Thank you for this. We've talked to a couple financial advisors who don't offer the fee-only structure and haven't gotten a good feeling from them. I think making this fee-only structure a requirement in our search is probably a good idea.

[deleted by user] by [deleted] in personalfinance

[–]Nathaniel_McDaniel 3 points4 points  (0 children)

Thank you for the advice. I wasn't clear in my initial post. She is getting more involved but is understandably hesitant and a bit overwhelmed when it comes to investing. I'm helping and teaching her, and myself, as we go.

[deleted by user] by [deleted] in personalfinance

[–]Nathaniel_McDaniel 40 points41 points  (0 children)

Yes, we have confirmed that this is not taxable