Anonymous
10/02/2018 19:52
Subject: Re:What is your net worth and do you have a financial advisor?
1.3 and no.
Anonymous
10/02/2018 19:10
Subject: What is your net worth and do you have a financial advisor?
$1M and no.
Anonymous
10/02/2018 18:59
Subject: What is your net worth and do you have a financial advisor?
$4M no advisor. Self manage mostly with low cost index funds.
Anonymous
10/02/2018 18:38
Subject: Re:What is your net worth and do you have a financial advisor?
1M and yes. I don’t do numbers very well.
Anonymous
10/02/2018 18:31
Subject: What is your net worth and do you have a financial advisor?
$5.8 million and no.
Anonymous
10/02/2018 17:23
Subject: What is your net worth and do you have a financial advisor?
Anonymous wrote:About $2m, retirement accounts, home equity,and taxable accounts. No way. Bogleheads for the win.
Another Boglehead here with Vanguard index funds and home equity. NW $1.3m.
Anonymous
10/02/2018 17:12
Subject: What is your net worth and do you have a financial advisor?
About $2m, retirement accounts, home equity,and taxable accounts. No way. Bogleheads for the win.
Anonymous
10/02/2018 17:11
Subject: What is your net worth and do you have a financial advisor?
Anonymous wrote: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.
Don't include college savings.
Anonymous
10/02/2018 17:11
Subject: What is your net worth and do you have a financial advisor?
285k including home equity. No advisor.
Anonymous
10/02/2018 17:09
Subject: What is your net worth and do you have a financial advisor?
2.2M, home equity and retirement accounts. No.
Anonymous
10/02/2018 16:12
Subject: Re:What is your net worth and do you have a financial advisor?
We got a financial adviser when we found out we had a defunct pension account. If we were to liquidate it more than half would have gone to taxes. The company had a great incentive to keep it. Move it over to a private investment account and they would give an extra $25k to help it grow. FREE MONEY.
Husband did it and now it has grown unbelievably in the last 3 years. Husband then opened an IRA for me. Our adviser also gives us free advice on our other big retirement account. A win win all around.
You don't have to be wealthy to have a financial adviser.
Husband did it and now it has grown unbelievably in the last 3 years. Husband then opened an IRA for me. Our adviser also gives us free advice on our other big retirement account. A win win all around.
You don't have to be wealthy to have a financial adviser.
Anonymous
10/02/2018 16:01
Subject: What is your net worth and do you have a financial advisor?
80k, im one of the poors on here. No.
Anonymous
10/02/2018 14:45
Subject: What is your net worth and do you have a financial advisor?
Just hit $1M NW this quarter. No, I don't have a financial adviser and don't plan on it.
Anonymous
10/02/2018 14:42
Subject: What is your net worth and do you have a financial advisor?
We started using a fee-only financial adviser around $1M in net worth, and it has been one of the best things for our peace of mind and overall financial comfort.
If someone likes getting into the weeds on investment details, more power to them. But we don't, and we like having the help and access to an adviser.
If someone likes getting into the weeds on investment details, more power to them. But we don't, and we like having the help and access to an adviser.
Anonymous
10/02/2018 14:39
Subject: Re:What is your net worth and do you have a financial advisor?
$10mln, of which about $1mln is liquid (a lot of the $10mln is the value of a business we own). We have an advisor. We just don't have time to deal with rebalancing portfolios, tax loss harvesting, etc.
We also don't mow our own lawn, wash our cars, or clean the house.
We also don't mow our own lawn, wash our cars, or clean the house.