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Reply to "How Many With $1Million+ Manage Own Money/File own Taxes"
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[quote=Anonymous]The adjacent thread on Fisher Investments got me to thinking - how many of you with $1 million or more of investable assets manage their own money and figure their own taxes? So often, I hear "my money manager" this and "my tax guy" that that I wonder how much of it is a self-esteem thing (wow, I have so much money I need advisors) or lack of confidence (I can't handle this on my own.) For my money (pun intended), I think it's fairly easy to handlle oneself. On the investment side, you can buy a few major index funds; and on the tex side, TurboTax or one of the others have great programs for even fairly complex situations (business ownership, rentals, etc.) Plus, at least with Fidelity, if you have $500k or more, you can get a free annual "check-up" to help rebalance your portfolio and evaluate how you're progressing toward goals. What say you all?[/quote]
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