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[quote=Anonymous]We had a planner in the past. Had a good experience but decided to DYI a few years ago as we didn’t like the AUM fees of 1%. There are a lot of resources now that weren’t around several years ago. We’ve learned a lot and rely on our accountant. We also have a free planner with Schwab as our account balances have as that perk. Along with saving the AUM fees, one of the other advantages with DYI is that it made us really get more familiar with finances and retirement planning. We’re able to ask a lot better questions now. I don’t hate planners like the PP said but I do think it’s easier to DYI if that’s what you want to do. If not, an hourly or fee only fiduciary is what you should look for. [/quote]
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