I’ve made some huge strides today. I consolidated my stocks into one account and I rolled over my 401K from my old company. I even stopped the automatic deposit that was set up back 10 years ago. The automatic deposit dumped into two mutual funds neither of which ever took off. I remember the “Financial Adviser” showed me this sliding card that supposedly proved that I would become ridiculously wealthy through compound interest or something. The thing is, I have less money in the account than what I deposited! Tomorrow I am going to liquidate the funds and not cry over the 5% sales fee they will charge me. I think it’s the best thing for me to do. I want all my investments in one place and in a way, by liquidating these funds I am flipping the bird to my bank who recommended these crappy money holes.
I am finally getting my finances in order. Thank goodness!

I hope you got no load funds this time.
No charge in ,No charge out., & Low expenses.
Yes, I have learned my lesson! Although what scares me is I suspect there are more lessons to be learned.
Who do you recommend for the rollover stuff?
I’m going with Schwab– so far so good.