My wife and I went to a financial planner many years ago. We filled out an exhaustive questionnaire regarding expenses, goals, etc. After a lengthy face to face meeting he presented to us a "road map" to follow. We still call it our financial bible. We had both agreed to follow the plan fully. No arguing or back and forth. There was a fee for this but well worth it. We now have a financial advisor specializing in retirement and wealth management with Morgan Stanley Smith Barney.
It's good to see that some here have done very well on their own, even individual stock pickers. But the history that I have seen with others isn't always that rosy. I would recommend to most to use a professional for their finances.
Last edited by Chi-Town; 10-09-2014 at 09:40 PM.
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