Greetings,
Involuntarily retired, out-of-work 7 yrs, no soc. sec., pension, etc. No income save a tad from investments.
I've been with Fidelity for years. Living on savings and a little earnings, writing checks that clear on Cash Reserves. Did OK with funds like Growth Co. and Independence until recently. Now sitting on cash.
I need to leave Fidelity. Performance is not the issue.
I am evaluating similar arrangements with Schwab and Vanguard.
Would be interested in info, opinions, etc re these and other mutual fund houses. Must willingly honor TOD distributions.
Thanks, Peetie
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