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re: Need advice re: financial planner

Posted on 6/20/10 at 8:30 pm to
Posted by NOMT
Baton Rouge, LA
Member since Mar 2007
575 posts
Posted on 6/20/10 at 8:30 pm to
RC - there are several people in NOLA that only work with physicians - I would suggest starting there in your search if you haven't already. You certainly don't HAVE to go this route, but I can tell you from experience it's worked out well for me.

I don't know anyone specifically on the Northshore, but I know a couple of names of people in NOLA that I could recommend. Let me know and I can email them to you off board.
Posted by RC
Member since Apr 2009
960 posts
Posted on 6/20/10 at 9:07 pm to
That would be great. You can send it to rctigerdroppings@gmail.com.

As far as 529 plans, I guess I need to look more into it, but I remember having concerns about restrictions on the use of the money. I would say my kids have a better than average chance of getting a scholarship to pay for school. What happens if I have more money than I can legitimately use for education purposes?
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