financialInvestment
#RI-6a6b02f2·7 months ago·
1
“Move from Merrill Lynch”
What Actually Happened
Mom's planner left, offered lower commission
What I wish I knew
"More about fiduciary fees"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider flat fee for tax and planning"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
13%
of financial decisions land in the mixed band the same as this one.
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