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Had to post again to ask a serious question
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<blockquote data-quote="seek" data-source="post: 717855" data-attributes="member: 22002"><p>May your loved one rest in peace.</p><p></p><p>On the advice to switch from a credit union to a bank, I am no financial expert, but disagree just on principle (and watching my ex take advise from his bank advisor). The advice you will get from an advisor who works for any particular entity will be to invest in the services of that entity. It is very self-serving.</p><p></p><p>I have recently moved money from banks to a credit union, as I detest big banks and was finally able to accomplish this moral and ethical goal.</p><p></p><p>I would ask your friend/attorney WHY he made that particular recommendation.</p><p></p><p>My ex has an annuity and it has been quite stressful over the years - but he is loyal to this one particular guy who manages his money - and is paid a pretty penny to do so.</p></blockquote><p></p>
[QUOTE="seek, post: 717855, member: 22002"] May your loved one rest in peace. On the advice to switch from a credit union to a bank, I am no financial expert, but disagree just on principle (and watching my ex take advise from his bank advisor). The advice you will get from an advisor who works for any particular entity will be to invest in the services of that entity. It is very self-serving. I have recently moved money from banks to a credit union, as I detest big banks and was finally able to accomplish this moral and ethical goal. I would ask your friend/attorney WHY he made that particular recommendation. My ex has an annuity and it has been quite stressful over the years - but he is loyal to this one particular guy who manages his money - and is paid a pretty penny to do so. [/QUOTE]
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