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Personal Finance and Investing

ret5hd

(21,320 posts)

3. Excellent idea! I am going to research/email some of them tonight.

Reply to spooky3 (Reply #1)

Wed Aug 14, 2024, 06:14 PM

Aug 2024

Thank you. For some reason as soon as I read your reply I said "Of course! Why didn't I think of that!" (Spouse is in higher education and often gives recommendations for some of her more gifted students).

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Aaaagh! Some advice from the Finance and Investing people here: [View all] ret5hd Aug 2024 OP

Those search terms sound good. CFA might work too. spooky3 Aug 2024 #1

Excellent idea! I am going to research/email some of them tonight. ret5hd Aug 2024 #3

You're welcome! spooky3 Aug 2024 #5

CFAs (Chartered Financial Analysts) are investment analysts/managers. lastlib Aug 2024 #6

I do use H&R Block for my returns, but they are quite simple Shermann Aug 2024 #2

Yes! ditch the yellow pages and Google! stopdiggin Aug 2024 #4