Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)

[robert <http://dummy.us.eu.org/robert>]

Just FYI: you spend $30490.84 per year, on average.

My appointment is Thu Sep 19 at 2pm.  Would you want to come?  We can then
talk about rolling over your retirement accounts to Fidelity, which should
make analysis easier.

I guess we'd need to share a Fidelity account in that case -- sorta like
what your dad and Gail do with Morgan Stanley.

The trip there is easy via light rail.