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[quote=Anonymous][quote=Anonymous]We have a similar story to OP, except we were in somewhat dire financial straits three years ago and due to job switches for both of us, are in a startlingly better position now. We started this process last fall with Morgan Stanley in Bethesda. Some things we've done:
- refinanced twice, once to get two loans into one and then to reduce the rate on that loan;
- got Maryland College Investment Plans with T. Rowe Price started for both kids - put a big chunk in for each and set up automatic monthly contributions;
- rolled over old 401Ks into IRAs;
- started new 401K at new firm;
- moved our brokerage account to them from my husband's college friend whose wife is divorcing him because he suddenly started smoking a lot of weed, daily;
- met with an estate planner to finally get wills in place

Still need to do - increase life insurance

I might be forgetting something but that is a good start. There is an initial consultation fee and they take a very small percentage of the assets under management, both if which we have felt were very, very well worth it.

[/quote]

Cue dark clouds

How you know your financial planner isn't working for you/

Is he compensated on trades rather than growth? 
Does he actively meet with you annually to review your personalized goals? 
Is he balancing your portfolio? 
Does his ex wife tell you he smokes weed a lot?

Cue sunshine

At T Rowe Price, we work for you and we don't smoke weed. Call us today at 1-800-NO-JUNKIES for your free, no obligation consultation with one of our accredited asset managers.

T Row Price, were our staff stopped doing blow in the 80s.

[/quote]

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