asrabkin: (Default)
ASR ([personal profile] asrabkin) wrote2017-05-01 01:50 pm
Entry tags:

financial advice

The other day I met up with an acquaintance to talk about financial advisors. She used to be one and was nominally just explaining what they do, but was one step short of blinking out “don’t do it” in morse code. The impression I got was that given my financial goals, I don't need any advice picking investments, and they would not get a sufficiently bigger return to justify the cost of hiring them and the overhead of picking / monitoring them.

The thing I really want advice on is what to do with my company stock, and for that I think I want a tax accountant, not a planner. Any suggestions?
diapasoun: (Default)

[personal profile] diapasoun 2017-05-02 06:17 pm (UTC)(link)
If it's a question of how your choices affect your taxes, definitely a tax accountant seems like a good choice. (And that's certainly relevant, and probably harder to figure out on your own than a lot of other bits re: the stocks, I'd imagine.)