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Forum: Challenges

02-08-2016, 00:45

Replies: 36

Seeking Financial Advisor specializing in early retirement

Views: 8,862

Posted By HBWT

Re: Seeking Financial Advisor specializing in early retirement

I am sure the original poster would appreciate any in site you may have on this easy "passive" management you have discovered. Well at least "passively tax sheltered" as was requested in the original...

Forum: Challenges

01-08-2016, 11:24

Replies: 36

Seeking Financial Advisor specializing in early retirement

Views: 8,862

Posted By HBWT

Re: Seeking Financial Advisor specializing in early retirement

As a financial planner (work on planning strategies and not selling) I would make an assumption that you want your cake and eat it too scenario.

The problem you have is trying to tie your short...

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