Has anyone here paid for a financial advisor fee based, not the % based, person look over their investments? Has it helped?
What about CPA? When did you hire one? Was it worth it? Did they save you money?
We used a CPA twice, once when we moved and it helped. The second time wasn't worth it, especially with my DH being late on getting papers together.
But I was reading an article that said you should get professional tax help to save money on "loopholes" and advice on what to invest in.
Thoughts?
We are boring, with nothing too exciting other than a job and investments. I can't think of any deductions we'd have. No second home, rentals, business, etc.
What about CPA? When did you hire one? Was it worth it? Did they save you money?
We used a CPA twice, once when we moved and it helped. The second time wasn't worth it, especially with my DH being late on getting papers together.
But I was reading an article that said you should get professional tax help to save money on "loopholes" and advice on what to invest in.
Thoughts?
We are boring, with nothing too exciting other than a job and investments. I can't think of any deductions we'd have. No second home, rentals, business, etc.
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