Quote:
Originally posted by 3boysnagrl
We just had a meeting with our financial planner this week.
We have a Roth IRA for each of us, dh will have retirement, we are investing in mutual funds.
We also are building a savings account, which will be for larger purchases, emergencies, etc. our goal is to build it to $2K - $2500 and keep it right around that. Our mutual funds are for long term saving - 15-25 years.
Is this what you are looking for?
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Yes, Heather. That is what I was looking for. Thanks. I am trying to figure out what additional savings vehicles we need to use.
Do you find the financial planner to be worthwhile?