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Subject:  Re: Talk me out of a Financial Advisor Date:  6/4/2013  9:41 AM
Author:  Rayvt Number:  72421 of 78166

I have been doing our investing for about 30 years now, and have been generally happy with the results. That said, DH has absolutely zero interest in anything financial other than the spending side, so my worries have been around having someone who could replace me to do our financial management in case I die before DH.

2gifts, This is the same thinking I went through. Although in our case it's the DW who has zero interest. In fact, here words were, "You handle everything, just tell me when/if I need to stop spending money." LOL
Although she did participate in the interviews & sessions with the FAs.

I reached the opposite conclusion than you.
If the backup plan is for somebody to take over if I die -- well what if *they* die? For that reason alone we discarded the idea of using a single person or even a small company.
We chose Fisher Investments--they will