We are new to this forum and have thus far gotten some great advice from the health insurance section. I am hoping I might get a little advice on retirement planning as described below.
I am heading into retirement in about a year and my wife has recently retired. We would like to move from Portland Oregon to a smaller town in Oregon or Washington. My wife and I are trying to decide which is our best option for the move. As one option, we own a small rental house that we could move into as a way to sell our current more valuable house in a hot market but delay buying our retirement house till the market cools down.
We are interested in getting some professional financial advice that covers: strategies on selling our current house and then buying our next house, possibly holding onto our rental, handling social security and 401k/IRAs, capital gains, taxes and budgets.
We have gotten some advice from our 401K advisors but I feel like I want an impartial person that we are paying for this service so we will get the full attention to our questions.
I would be very appreciative of any advice on what type of financial advisor we should be looking for.
Thanks,
I am heading into retirement in about a year and my wife has recently retired. We would like to move from Portland Oregon to a smaller town in Oregon or Washington. My wife and I are trying to decide which is our best option for the move. As one option, we own a small rental house that we could move into as a way to sell our current more valuable house in a hot market but delay buying our retirement house till the market cools down.
We are interested in getting some professional financial advice that covers: strategies on selling our current house and then buying our next house, possibly holding onto our rental, handling social security and 401k/IRAs, capital gains, taxes and budgets.
We have gotten some advice from our 401K advisors but I feel like I want an impartial person that we are paying for this service so we will get the full attention to our questions.
I would be very appreciative of any advice on what type of financial advisor we should be looking for.
Thanks,