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How do i know its the right account?

Jun 12, 2015 by jessica in  |  Flag
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Hi Jessica,

I have no idea what type of account you are considering, but here's my take.

I'm reminded of the following quote, "Choice is more than picking 'x' over 'y.' It is a responsibility to separate the meaningful and the uplifting from the trivial and the disheartening. It is the only tool we have that enables us to go from who we are today to who we want to be tomorrow." by Sheena Iyengar

Therefore, consider the following:

1) Do the research regarding the pros and cons of your options 2) Is the choice you're considering to fulfill short-term or long-term goals? 3) What is the overall effect this choice will have in your web of life? 4) Does the benefit of one account outweigh the cost of the other?

Hopefully, I was able to inspire some different thinking in making your choice.

Good luck,

1 Comment   |  Flag   |  Jun 12, 2015
Colin

Jessica, you may need to think about actually adding detail to your question. It is so vague, advisors can't give you any advice? Read that question over in your head and how can you expect anyone to divine what you're asking. Sheesh

Flag |  Jun 15, 2015 near Oak Creek, WI

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Jessica,

We are here to help you. Please ask your question again with more detail so that we can provide you with the guidance that you need.

David

Comment   |  Flag   |  Jun 17, 2015 from Lititz, PA

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