DISCLAIMER: I am 30 something and way behind on all of this, especially for TA standards. I know.
Looking for advice on who would be my best source for financial advice/guidance.
Looking at my bank's website, their advisory services seem to be focused on just managing your investments. Admittedly, I am VERY behind on the whole finances and understanding them front. So really just looking for the best person out there to help with telling us where we should be financially vs where we actually are. Also, what we should be doing with our retirement accounts that we may not be doing today. For example, I have two - one with an old employer - should I consolidate to one? Is that the best type of account or is there one out there better suited for us?
I am a poor, so really just something basic to give us a better understanding of ir all really. Not someone looking to manage a huge customer with tons of assets or anything.
Looking for advice on who would be my best source for financial advice/guidance.
Looking at my bank's website, their advisory services seem to be focused on just managing your investments. Admittedly, I am VERY behind on the whole finances and understanding them front. So really just looking for the best person out there to help with telling us where we should be financially vs where we actually are. Also, what we should be doing with our retirement accounts that we may not be doing today. For example, I have two - one with an old employer - should I consolidate to one? Is that the best type of account or is there one out there better suited for us?
I am a poor, so really just something basic to give us a better understanding of ir all really. Not someone looking to manage a huge customer with tons of assets or anything.