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Thread: Advice needed for wife's projected lump sum.

  1. Default Re: Advice needed for wife's projected lump sum.

    Vanguard and Fidelity are very highly rated for their low cost funds. Fidelity seems to have taken the lead from Vanguard with their selection of no cost mutual funds and no minimum. Fidelity even just opened 2 no fee, no minimum, no expense mutual funds.

    Fidelity seems to have the best platform for all things, Vanguard is more limited to research. If she’s wanting to buy individual stocks, then Fidelity is going to be the best, only $4.95 per trade, followed by Vanguard, then USAA.

    Charles Schwab is also another good one, that one is right behind Vanguard and Fidelity. But I have no experience with them. They do have a great debit card if you travel overseas though, no atm or foreign transaction fees.

    Disclosure: I have IRAs with USAA, Vanguard, and Fidelity. I highly recommend Fidelity or Vanguard over USAA for this, but love USAA for everything other than brokerage.




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  3. Default Advice needed for wife's projected lump sum.

    Quote Originally Posted by exnavyew View Post
    Maybe seek the advice of a Certified Financial Planner?
    The link below is just from a quick Google search and is NOT a recommendation.

    One thing I would mention, depending on what state you live in possibly, is to make sure a CFP you might choose has a LEGAL fiduciary responsibility to act in your best financial interests. (Similar to lawyers having a LEGAL duty to represent you 'zealously', to the best of their ability.)

    Best of luck!

    Why Choose a Certified Financial Planner Professional | Let's Make a Plan
    Please please please, if you use one, go to a fee only Financial Planner for some advice, don’t go to one that charges you to manage your money, especially since it sounds like she wants to do it anyways.


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