The Importance of Having a Financial Planner

I love the idea of a financial planner, also does the taxes because then they have all the information and it's integrated. Enrolled agents all focus on tax preparation because it's very limited. I used to work at the New York at the JP Morgan private bank years ago. And I was told not to tell them. So if you said, well, I always say on the phone, I'm sorry, I can't give tax advice. And I would know the answer. Right? Because if you say, well, if we sell this investment, what happens with the taxes? Right. It's a natural pairing. For me, they can. But spending plans and getting your spending