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Money and Finances
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]"I think they are good for people who inherit money. People who are intelligent enough to accumulate substantial sums can usually handle it themselves - websites like bogleheads are very helpful for some strategies like tax loss harvesting. I think the main role of advisers is to enrich themselves." I agree with this. Getting and dealing with a lump sum is different from accrual over time. I think if you read enough over time, you can set and refine sensible goals and a good path to get to them. Like right now, I know that I will have to decide on long-term care insurance before I turn 50 (in my early 40s, so I have time) and that I'll have to learn more about bond funds (especially muni-bonds) and think about tax strategies as my savings that is outside of retirement/529s accrues. [/quote]
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