wheelsup
Well-Known Member
I respectfully disagree. It's an incredible burden to navigate all sorts of tax loopholes and planning which is why the better planners are worth their weight in gold. As the saying goes, "if you think good advice is expensive, just wait to see what free advice costs".It isn't that hard to figure all of that out with a good accountant and reading a few books.
One positive correlation with working with a planner is they tend to keep people on track through the good and bad times. Most people, statistics show, pull out of the market just when times are getting tough. It's been shown working with a good advisor tends to keep people focused on the end game which is interesting. Of course, everyone here would NEVER fall in to that category but you know, it's interesting nonetheless.