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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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 do, and our income is in that range.

Sometimes it feels like a pain, but sometimes I appreciate that he can recommend things that we might have thought of or wouldn't know how to pursue.  Do we need long-term care insurance, and if so, how much.  Which 529 plan is best for us, and how to decide how much to save - enough to fully fund HYP or enough to pay for a good state school and assume that loans and other savings can cover the rest when the time comes.  How much to put into retirement savings and how much into non-retirement investments.  What is an annuity and would we want one.  And in all these instances, what are the best companies or particular accounts to use.

He also is good at building the financial models to show us potential projections of total wealth at the time we retire based on given rates of return.

What you're doing is straightforward and will work just fine.  DH and I like having a bit more fidelity in the analysis.  Sure we could do it all ourselves, but for a few hundred bucks a year it's nice to have it done by a pro.[/quote]

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