I've recently been given a new benefit at work that lets me spend about $500 a year on financial services. I can use this for things like:
- Income tax planning/prep (I've always done this myself - but wonder if I'm missing benefits - high income but not high complexity)
- Estate planning and will/trust (I have one in place but could be updated - I'm mid 40's)
- Investment planning (I've always done this myself - ~$1M in mostly retirement funds)
- Self education or self help fees (Tax software, books, etc.)
Thoughts on where I should prioritize this new benefit given that info? If I use it for a one time fee investment planning or estate planning or tax planning - anyone have good recommendations for those services that will take a one time or annual client without trying to take over my account/investment management?
Thanks in advance for the input!