Anonymous
10/02/2018 14:33
Subject: Re:What is your net worth and do you have a financial advisor?
1.6, yes.
Anonymous
10/02/2018 14:33
Subject: What is your net worth and do you have a financial advisor?
No. It is my husband's personal hobby and he truly enjoys it (weird, I agree.) We are around $1.5M if you include home equity and college savings.
Anonymous
10/02/2018 14:32
Subject: Re:What is your net worth and do you have a financial advisor?
$3.1 or so and yes. Eventually I will manage it on my own, but I don’t have the time, knowledge or interest at this point.
Anonymous
10/02/2018 14:29
Subject: What is your net worth and do you have a financial advisor?
Anonymous wrote:It's less about a certain net worth and more about how comfortable you feel making investment decisions on your own.
We are about 1m - and no, because I'm a financial professional and like a poster above it's basically all home equity and retirement index funds.
Yes, it is not about a certain net worth. But then I am a bogleheads devotee, so...
NW of 4.5m
Anonymous
10/02/2018 14:26
Subject: Re:What is your net worth and do you have a financial advisor?
400k (ima poor!) and f no.
Anonymous
10/02/2018 14:24
Subject: What is your net worth and do you have a financial advisor?
It's less about a certain net worth and more about how comfortable you feel making investment decisions on your own.
We are about 1m - and no, because I'm a financial professional and like a poster above it's basically all home equity and retirement index funds.
We are about 1m - and no, because I'm a financial professional and like a poster above it's basically all home equity and retirement index funds.
Anonymous
10/02/2018 14:18
Subject: What is your net worth and do you have a financial advisor?
$5 million and no
Anonymous
10/02/2018 14:08
Subject: What is your net worth and do you have a financial advisor?
About $2m and have a couple of brokers (they came with the assets that were inherited). I could lightly call them financial advisors, but really we just have conversations every few months, it's not heavy-handed management.
Anonymous
10/02/2018 14:03
Subject: What is your net worth and do you have a financial advisor?
1.2 and no. I will probably meet with one when I turn 50 to make sure my finances are where I want them to be to retire at 62. I’m currently 46.
Anonymous
10/02/2018 14:01
Subject: What is your net worth and do you have a financial advisor?
600k and no. But thinking about meeting with someone next year as we just paid off all non-mortgage debt and will be investing much more heavily going forward -- want to make sure we're thinking about things like taxes and on the same page with each other for that step.
Anonymous
10/02/2018 14:00
Subject: What is your net worth and do you have a financial advisor?
$1.7mil and yes...they manage our retirement account through our brokerage account, and provide financial advice. We are looking to retire early.
Anonymous
10/02/2018 13:39
Subject: Re:What is your net worth and do you have a financial advisor?
$12 million, no
Anonymous
10/02/2018 13:38
Subject: What is your net worth and do you have a financial advisor?
$7.5 mil. Yes, but he doesn't manage all our assets.
Anonymous
10/02/2018 13:36
Subject: What is your net worth and do you have a financial advisor?
$2.5M and no. At least not yet. Our assets are not complicated: a paid-off house and Vanguard index funds, most of it in retirement accounts.
Anonymous
10/02/2018 13:32
Subject: What is your net worth and do you have a financial advisor?
At what net worth does it makes sense to have a financial advisor?