Reply to Spouse inherited $3 million

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[quote=Anonymous][quote=Anonymous]I think you’re right, a vacation sounds like a great way to start. Kid goes to camp for six weeks this summer and we are talking about what we can do during that time just the two of us. We haven’t been away alone together since she was born, 16 years ago. We bought an expensive telescope ($1,800?) during the pandemic and we are thinking of going somewhere with less light pollution to use it. Maybe we could take a new car. Bogleheads is a great resource and where I modeled our portfolio from. I am comfortable investing although I acknowledge that tax planning has become exponentially more difficult since I was in my 20s. I used to be able to figure my taxes on the simple spreadsheet and now that’s just about impossible.

I have been viewed as a cheapskate in the past (not recently) and I don’t want to be that. I want to enjoy a rich, full life. And have health insurance subsidized for another decade or so. [/quote]
Maybe start by hiring an accountant who works with wealthier individuals? That might at least give you some insight into how to optimize your tax return with your current portfolio, and that might clue you into changes you want to make (whether in how you spend or how you invest).[/quote]

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