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My wife and I am teachers in the same school system, and she has long wished for a better retirement plan. We plan to retire at the same time, and she emailed me when she found Laidlaw & Company. I was told of a phone call with principals Matthew Eitner and James Ahern, and I have been brought into the loop of our new retirement accounts.
#1: Consolidating Was Easy
We signed our power of attorney to move our accounts to Laidlaw, and both accounts were split up for proper investing. I could not have chosen the investments myself, and my wife was more than happy to add her own ideas about investing. We have spoken with our broker several times over the past few months, and we are still searching for a method that suits our situation.
#2: We Are Still Deciding On The Plan
I am not an investment expert at all, and I prefer to speak to our broker if there is a question. My wife can be a bit more bull-headed about our investments, but a simple conference call typically solves all our problems.
#3: We Set Our Own Timetable
I felt quite good about setting our own timetable for retirement. We told James Ahern the exact date we planned to retire, and he produced a schedule that indicates our retirement date along with the money we should have raised by then. I feel much better seeing a true financial plan, and my wife often adjusts the plan with our broker.
The Laidlaw team is quite helpful as we plan our retirement, and I full much more secure due to their care given to our accounts. I see the quarterly reports come into our inbox every few months, and I must say that I like what I see.