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Money and Finances
Reply to "Do you use a “wealth manager” or DIY?"
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[quote=Anonymous][quote=Anonymous]Wealth manager all the way. We own a business together, and have large non-qualified accounts and business investment accounts. Also have a family trust so he keeps it all straight. Maybe it's not needed but helpful for our marriage to have it be a third party that we meet with a few times a year and have what amounts to marriage counseling around goals and finances in those meetings. [/quote] PP. ^Also, we are likely retiring/downsizing our careers/selling or closing business (Thanks Trump) in a few years so he's getting us into the right strategy for that at our age - we are early 50s and have kids in college. [/quote]
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