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Reply to "Do you have a financial advisor?"
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[quote=Anonymous]Yes, he's a former colleague of DHs. He manages our personal investments and some retirement accounts but we also share other account info with him (company 401ks, etc.) so he can balance our portfolio appropriately. He didn't advise on 529s because we already had those set up and well funded, but he otherwise could have. He runs the overall numbers every couple of years on expected retirement income and advises on where we need to make changes. He's also advised on life insurance and a few other things. What we haven't asked about, and I think isn't in his wheelhouse, is estate planning, so we will need to think about getting some advice on that front if there are changes to the estate limits.[/quote]
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