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Reply to "Do you have a financial advisor?"
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[quote=Anonymous][quote=Anonymous]We have a financial advisor from workplace recommendation. This advisor has helped us with retirement planning and manages a good portion of our available monies (not in 401K). I'm still waiting to see how they perform vs. indices and if their costs are worth it. I'm not sure at this point and will evaluate over time. One good thing that came out of this is that discussion with a financial planner led us to consolidate our investments a bit and so we now have accounts with fewer companies than we did. [/quote] This is a really good point. DH and I have accounts all over the place. We each had our own when we married and have kept them. We would probably be better off if we consolidated.[/quote]
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