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 "Do you use a “wealth manager” or DIY?"
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]If you’re comfortable DIY and you’re still far from retirement, stay the course. As you get closer you will want a tax accountant for sure. If you like the DIY path just keep reading and learning. There are many tools and resources to help. As your portfolio gets larger you may even get free planning from whoever holds your portfolio. Schwab, vanguard and I think Fidelity offer this. Plus, look at Bogleheads. Great resource. [/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
