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[quote=Anonymous][quote=Anonymous]Seven figures. Net worth is around $2 million between home, IRAs, 401Ks, stocks, etc. [/quote] OP. Please don't drip details. Share them all in one post. How old are you guys? Kids? How old? What are your plans for kids - Private/Public? Any health issues? What's your house worth? Mortgage amount? Do you plan to upgrade/move up? How much do you make? Will you quit your job or downgrade? How much does your spouse make? Will they quit/downgrade? How much do you guys spend in a month? What's the breakdown of your assets - IRA/401ks, stocks, kids' 529, home equity, second home, etc? How do you invest in what you have invested? Do you/spouse know what to do with your savings? What's the size of your inheritance? 7 figures ranges from $1M to $9.99m. Advice would be different based on the amount. Do you have an estate plan? Details? Do you have Life Insurance? How much? Once you share all this info, there's bound to be a lot of good feedback here. Use that as a basis before you walk into a discussion with any professional. They will be asking you for the above information (and more) anyways and want you to have a lot of answers. Have that discussion here and get some thinking straight before you meet with anyone. [/quote]
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