rek001 Posted April 16, 2008 Report Share Posted April 16, 2008 I've been worrying about this for awhile now and it dawned on me that maybe I could ask you good peoples' advice. Right now my partner and I invest through a broker with AG Edwards (now Wachovia), a recommendation by a doctor in my partner's practice. He's ok, pretty conservative. He's set us up with a muni bond ladder, some stocks and a fair investment in American Funds family. This is the thing, my partner is a doctor in a small practice and as such, has a completely self-directed retirement plan. All bonuses and spare cash are turned over to our broker for investment. Upon my retirement I will get a decent company pension but because we're not married, upon my death the pension will cease (I'm 12 years older). So I've been worrying a lot about our retirement savings lately, especially with the financial markets in such turmoil. We are not very financially savvy, and need a bit of handholding when it comes to choosing and monitoring the performance of our investments. I'm thinking we could do better, especiallly in comprehensive planning - taxes, insurance, asset management. The April issue of Chicago magazine has an article about independent financial planners in the Chicago area, but it's a bit overwheming, how do you choose? Well, thank you for reading my story and any advice would be most appreciated. Quote Link to comment Share on other sites More sharing options...
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