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[quote=Anonymous][quote=Anonymous][quote]We have a similar story to OP, except we were in somewhat dire financial straits three years ago and due to job switches for both of us, are in a startlingly better position now. We started this process last fall with Morgan Stanley in Bethesda. Some things we've done:
 - refinanced twice, once to get two loans into one and then to reduce the rate on that loan;
 - got Maryland College Investment Plans with T. Rowe Price started for both kids - put a big chunk in for each and set up automatic monthly contributions;
 - rolled over old 401Ks into IRAs; 
- started new 401K at new firm; 
- moved our brokerage account to them from my husband's college friend whose wife is divorcing him because he suddenly started smoking a lot of weed, daily;
 - met with an estate planner to finally get wills in place

Still need to do - increase life insurance

I might be forgetting something but that is a good start. There is an initial consultation fee and they take a very small percentage of the assets under management, both if which we have felt were very, very well worth it. [/quote]

OP here.  You list several things we need to do here (including the wills).  I am lawyer, I know it's disgraceful that we haven't done this yet.  Do you have a specific person @ Morgan Stanley to recommend?  Will they be interested in us?  (We don't have much in the way of cash to invest currently).
  
[/quote]

We also use Morgan Stanley in Bethesda.  [/quote]

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