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Reply to "Do you have a financial planner if your HHI is $250-300K, and, if so, why or why not?"
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[quote=Anonymous]We don't have a financial planner, with a combined household income of around $260K, and it doesn't really seem necessary... we both work and max out our 401(k) plans, invest any leftover significant savings in Index funds, have a low interest mortgage, and pay for private school (so we don't have a lot of cash lying around for investment like real estate). We contribute modestly each month to a 529 account. I don't feel like paying $$ for a planner. Am I missing out on some critical financial advice? Are there things I should be doing from a financial perspective that I can or cannot research myself? We don't have significant funds to invest funds, and so I'm wondering what advice they would be giving us...[/quote]
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