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[quote=Anonymous][quote=Anonymous]DH and I have always managed our own money, OP. DH uses TurboTax for taxes. You could do that. We have more than 20M in various brokerage accounts and Roth IRAs. It's not complicated. We know exactly what we want to invest in, and handpick our stocks. I wouldn't put too much trust in someone who wants to steer you towards one or another of investment options. They're not multi-millionaires themselves, are they, so what do they know? You can read about it on your own, just by Googling and cross-referencing sources and using your noggin. BUT You do need an estate attorney to figure out your will, advanced directives, and decide on whether and which trust fund you want for your children. That's a must! [/quote] Wow, PP, this is impressive![/quote]
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