After reading about how so many people on here manage their own finances, I think we are finally ready to part ways with our FA. For those who have gone through this process, what should we expect in terms of then reinvesting our money?
We have 2 Roth IRAs and a brokerage account totaling $203,555. For context, we are 55 and 54 years old and are debt-free minus our mortgage. We will also both receive pensions at retirement. Will we receive checks from our FA and then reinvest from there? Thank you.