Timothy No, Fidelity Kennedy Vanguard, Debbie discussed on Financial Issues with Dan Celia


On Our website. So I'm gonna try to get to To those as well. 16 363 11 10. We can line open. If you want to keep your cough. You're welcome to do it with the phones. Me go, Teo Norse in Arkansas. Good morning. Morning, Dan going you good. Then I called you a few weeks ago. And I get a quick Rikard 72. And I told you that I had a K A With that little national And you forget that I move it. And you kill me. You go to Fidelity are Kennedy plan? Then God. So I went on the Internet, and I kind of look that brought those up looked at him. And with a company Kennedy plan. They fit in a package of information. So I'm looking at this booklet and stuff that they sent me. But it's kind of like looking at Spanish with which I don't know. Like a Growth and income craft a class the graphic girls, so I called them a call that's gotten me. No, you You know, so I don't know what to do, I think No. You told me to put it in a regular I R a And you also said I s And use a gift that 30 40. But I fit but I don't know. I'm looking at your stuff and I don't I don't have a clue. And so, he says, And he says, well, We're not a financial planner. We can't tell you what to do. But I'm okay. So You told me another thing to do. So how do I know what I run it over. Give me the more help. You know what So I don't remember. Is this money you're going to be using to draw from to supplement your income. No, no, I don't need a fact I was going to ask you. I have a little bit of extra income. In a month. So I was wondering if I should You know, putting the money into the account of what? No, I wouldn't put any more money into the IRA can at this point. Okay, you know, make sure you have a good emergency savings. You know, case you need it. So build that up first, And then maybe you can start investing into something else. So I think what you need to do is just Put it into I hate Tio. I hate to go to aggressive even though you don't need the money. There may be a time that something could change where you might. Might need that That is your income coming from pensions and Social security. Social here the our retirement when Ah, the disability. So yeah, I have coming in. So Yeah. I mean, one thing you can do is Just put it in some TFC, which you can't do directly to Timothy. But you set up in accounting, Timothy No, I did not. All right. So if you haven't done that yet, I mean, I guess I would. One of the things you might want to do is I mean, I like using some of their fixed income. They have a fixed income fun. That I know you can afford to not have to do that. But at the same time, I think it would be a good idea to have some of the Timothy fixed income. If you want ahead and open that account up there. And put some of the money and fixed income. How much is the money? Roughly 101 125. Yeah. So Some of that money, I think should be in a fixed income, and I think that would be Ah, good idea. Maybe 20 25,000. Into the fixed income. I would be okay with about With 25,000 of it also In their strategic growth. Okay and 25,000 in their conservative growth. Okay, Um Why would I think that would be a good place to be And then maybe another 25,000. In their large mid calf growth fund. Okay? The rest of it. I'd rather see just sitting in a money market account for now. And maybe add to these positions. A little bit. Okay, so Then they would also do the money market. Yeah, they put they can put the balance in the money market account. OK, OK. Um ok, I think I understand. So when I called back and I explain this is what I want to do is set this up. Yes. Okay. He should help you walk through that that account if he's not there, ask for Debbie. She could help you okay? Okay. I have one more kind of Ah. I know they think no questions. Dumb question. But I Maybe I don't know Fidelity Kennedy Vanguard. So do I. I'm I'm looking at this. Like Are the differences I order. Shadyac Weissler is that When I analysed it that way. Well, not really. Because when? When you look at Ford and Chevy, there probably are some distinct differences. I think if you're looking at a brokerage account at Fidelity Dot com and.

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