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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]We have used on in the past but not currently. It can be helpful to meet with someone to get a sense of what they would recommend -- some will do a plan for a fixed fee. Whether you want someone to manage your money really depends on how comfortable you are doing it yourself and whether you have the time to do it. With this kind of money to invest, it is going to be choosing among mutual funds for the most part, and there is a ton of readily available information on mutual funds. You can also figure out relatively easily how you should distribute your portfolio for age-based risk. When you have a lot of money to invest, an advisor can come in handy because they can do more things with the money but at this level, most advisors would be pretty conservative. Last time I met with one, it was clear that the chances his advice would cover his fees was low and I do not mind doing it myself. [/quote]
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