I’m planning on leaving NWM. I’ve realized I was sold insurance I don’t need as a naïve 20 something year old & who knows what I’m paying in fees on my “investments”. From what I’m seeing, it sounds like Fidelity is a good option to switch to. Do I just give them a call and tell them I want to transfer everything over to them? Any simple advice is very appreciated, along with recommendations on how I can continue improving my financial literacy so I don’t get burned again.
