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Forum: Challenges 02-08-2018, 03:34
Replies: 36
Views: 8,862
Posted By jlcnuke
Re: Seeking Financial Advisor specializing in early retirement

A $1M portfolio can be expected to generate ~$40k/year (and that may be aggressive depending on a number of factors such as age etc). That's not "rolling in the dough" to me (being only about 2/3rds...
Forum: Challenges 02-08-2018, 03:29
Replies: 36
Views: 8,862
Posted By jlcnuke
Re: Seeking Financial Advisor specializing in early retirement

Despite being 100% "DIY" on my investments, I'm going to say that you're being smart in looking for a fee-only financial advisor. There are only a set number of ways to minimize taxes and you should...
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