Looking for some financial advice...

bobarian · 11-20-2009, 11:16 AM

Whether you go with a big company or a personal advisor, find someone with whom you are comfortable. Discuss your personal and family goals. Where you want to go will help determine how to get there. College tuition, future medical care for family members, a legacy for your children are all things to be considered. Seek guidance before you pay off your mortgage, sometimes payments are not a bad thing. It sounds like you are in a position to look at the big picture for your family, congrats.

11-20-2009, 11:16 AM	#5
bobarian Cranky Habanophile Join Date: Oct 2008 Location: Wine Country Posts: 8,869 Trading: (51)	Re: Looking for some financial advice... Whether you go with a big company or a personal advisor, find someone with whom you are comfortable. Discuss your personal and family goals. Where you want to go will help determine how to get there. College tuition, future medical care for family members, a legacy for your children are all things to be considered. Seek guidance before you pay off your mortgage, sometimes payments are not a bad thing. It sounds like you are in a position to look at the big picture for your family, congrats.