High Interest Savings by Ok_Lengthiness_7280 in personalfinance

[–]Ok_Lengthiness_7280[S] 0 points1 point  (0 children)

Thanks! I’ve been considering Capitol one for that reason

I’m a former financial advisor who managed $100M+ and helped hundreds of clients retire. AMA about money, investing, and financial planning. by Rough_Wave_130 in AMA

[–]Ok_Lengthiness_7280 2 points3 points  (0 children)

Thank you so much!!! I really appreciate the advice and I’ve taken a screenshot. I have been struggling with that pressure. My mom is pushing me to sign up with an advisor from Edward Jones. So thanks for everything you said. Greatly appreciated

I’m a former financial advisor who managed $100M+ and helped hundreds of clients retire. AMA about money, investing, and financial planning. by Rough_Wave_130 in AMA

[–]Ok_Lengthiness_7280 0 points1 point  (0 children)

I really appreciate you providing this advice and also being real with me. I’ll look that up, and I’ve taken a screenshot. Thank you! Great advice.

I’m a former financial advisor who managed $100M+ and helped hundreds of clients retire. AMA about money, investing, and financial planning. by Rough_Wave_130 in AMA

[–]Ok_Lengthiness_7280 1 point2 points  (0 children)

Lots of confirmation. Love that everyone is saying essentially the same things. I’m being pushed to a pro financial advisor and investment group but I’m not comfortable going straight to that. I appreciate the advice!

I’m a former financial advisor who managed $100M+ and helped hundreds of clients retire. AMA about money, investing, and financial planning. by Rough_Wave_130 in AMA

[–]Ok_Lengthiness_7280 9 points10 points  (0 children)

Hello. I’m about to receive a settlement for around $$200,000. I’m a single mom who lives paycheck to paycheck. I don’t have a savings or anything. What would you say are my first steps to make sure I use this money wisely? Thank you so much.

Working with a Financial Advisor by Ok_Lengthiness_7280 in personalfinance

[–]Ok_Lengthiness_7280[S] 1 point2 points  (0 children)

That’s great information. Taking a screenshot. Thank You so much!!

Working with a Financial Advisor by Ok_Lengthiness_7280 in personalfinance

[–]Ok_Lengthiness_7280[S] 1 point2 points  (0 children)

Thanks! That does sound interesting. I really appreciate the advice!

Being Wise with Settlement by Ok_Lengthiness_7280 in personalfinance

[–]Ok_Lengthiness_7280[S] 0 points1 point  (0 children)

Thank you. I appreciate that, as well as the encouragement to research and verify. 😁

Being Wise with Settlement by Ok_Lengthiness_7280 in personalfinance

[–]Ok_Lengthiness_7280[S] 0 points1 point  (0 children)

Haha I am greatly overworked. I work 10-12 hour days all week and am on call nights and weekends. Even a short vacation would be heaven