Hello everyone! New here. I'm just learning about Bogleheads and for the first time I'm actually analyzing our retirement finances. I'm .2 seconds away from getting an advisor ![:shock:]( "Shocked")
because I'm definitely out of my league, but I went to Edward Jones and didn't love the salesman vibe...so I guess I'm still looking.
I don't have any specific questions because I'm not really sure what I need to ask, but are there any glaring issues or areas we could improve on? J is self-employed and income is inconsistent, so I'm not sure what rate % we'll be at this year, probably federal 22% (zero state taxes).
Thank you for your time and willingness to give advice!
https://docs.google.com/spreadsheets/d/ ... sp=sharing
because I'm definitely out of my league, but I went to Edward Jones and didn't love the salesman vibe...so I guess I'm still looking. I don't have any specific questions because I'm not really sure what I need to ask, but are there any glaring issues or areas we could improve on? J is self-employed and income is inconsistent, so I'm not sure what rate % we'll be at this year, probably federal 22% (zero state taxes).
Thank you for your time and willingness to give advice!
https://docs.google.com/spreadsheets/d/ ... sp=sharing
Statistics: Posted by alaskanmom — Sun Feb 11, 2024 10:13 pm — Replies 0 — Views 41