My husband and I had our taxes prepared recently by the same guy who did them last year. He’s not a CPA, but he’s up to date on the tax laws, he’s friendly and personable, and last year he asked thoughtful questions about our entire financial life – not in order to hard-sell us anything, but, I suspect, to cultivate a greater level of trust. In short, he’s become our financial advisor.
With access to our entire financial life, he spent nearly an hour helping us see the bigger picture. During the course of our conversation, he convinced us to open 529 plans for our twins’ college fund, update our will, rebalance our 401(k) portfolios and renegotiate our term life insurance since rates have dropped since we first bought the coverage four years ago.
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