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Reply to "How Many With $1Million+ Manage Own Money/File own Taxes"
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[quote=Anonymous][quote=Anonymous] The reality is that the switches they made after we hired them offset more than half their annual fee in fund expenses alone. And we're better diversified now. It's not that we couldn't have done it ourselves, just that we weren't, and don't care to. I'm confident our $1M is going to become $2M and then beyond much faster since we're working with them than if we didn't have the couple thousand in expenses but we kept ignoring allocating and other decisions. If people can and do do it themselves, that's the best way. But hiring a trustworthy fee only advisor is better than what we were doing, which was pouring money in but not spending any time thinking about where the real value is - the growth. [/quote] Same sitautino here. Before the advisor, I'd just dump our money that year into whatever fund looked nice and forget about it. I just didn't have time to deal with it. Our advisor is surely doing a lot better for us than my non-method.[/quote]
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