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Reply to "How Many With $1Million+ Manage Own Money/File own Taxes"
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[quote=Anonymous][quote=Anonymous]My husband does our taxes, financial advisor Nick does our IRA and a few other things then he tells my husband what index funds are doing well so we can turn a profit over for a few more dollars in our 401K. So far, Nick has done a good job. VERY good job. My husband meets with Nick regularly. My husband is a numbers guy, he keeps all the finances straight. We just went over everything tonight. We good. :D You don't need a million to get help with your money. [/quote] Index funds are index funds. You don't need someone to tell you which ones are doing well. In the last couple of years, almost everyone has done a good job, not just Nick. You'd likely do just as good of a job investing in index funds yourself and keep the commission you are paying Nick to boot.[/quote]
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