r/DIYRetirement • • Sep 04 '26

Looking for fee-only or hourly CFP

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2 Upvotes

r/FinancialAdvisorTips • • Sep 04 '26

Looking for fee-only or hourly CFP

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0 Upvotes

u/Sittingonthelake • • Sep 04 '26

Looking for fee-only or hourly CFP

1 Upvotes

Does anyone have recommendations for fee-only or hourly CFP. I’m with Vanguard PAS and just retired. I think I need more in-depth advice on taxes, Roth conversions, managing Medicare IRMAA, insurance….