When to Save, When to Spend?
Jill on Money with Jill Schlesinger
00:00
Are You Looking for a Financial Planner?
When you cash in bonds, there's no way to minimize the taxation. A fee only financial planner or adviser is one that you would find at an organization called napa. It was surprisingly easy to transfer my account from her to fidelity. Maybe you don't even need a financial adviser.
Play episode from 06:50
Transcript
