Current advisor ghosted me

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retiredjg
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Joined: Thu Jan 10, 2008 11:56 am

Re: Current advisor ghosted me

Post by retiredjg »

bismillah wrote: Mon Feb 03, 2025 9:57 am
retiredjg wrote: Mon Feb 03, 2025 7:58 am Unless you and your wife keep your finances separate, all accounts should be listed.
Great, ty. I have a UTMA fund for my son, as well, but I wasn't initially sure if I should only be submitting retirement info for consideration/review. I'll make sure I include info about our JTWROS and UTMA accounts, as well.
The JTWROS is for your use (both of you). Include it in your analysis.

The UTMA presumably is not for your use. You can list it if you want, but do not include that balance in your joint portfolio.
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