Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Are wealth advisors worth it?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]NP (and not a financial advisor). It depends on your financial situation. If it is simple - a tax advantaged retirement program and a taxable program, no RE, not a business owner, not a lot of money to donate/charity, not a big pot that you plan to give to your kids, etc, you don't need it no matter how much money you have. KISS. If you have one or more of the above though, it might make sense, especially to use tax-advantaged strategies thta the masses don't know about and to find a few alt investments that can balance out a portfolio. But don't expect them to find the golden goose or to beat the market. They won't. [/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
