Getting started in finding a financial advisor
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| Format: | Book |
| Language: | English |
| Published: |
Hoboken, N.J :
John Wiley ,
c2010
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| Subjects: |
Table of Contents:
- 1. You need financial help : now what?
- 2. You get what you pay for, and pay for what you get
- 3. The seven big mistakes people make when hiring advisers
- 4. Why you may be the only one you can trust
- 5. Swimming through alphabet soup
- 6. Your first meeting with an adviser
- 7. Interviewing a financial planner
- 8. Interviewing a broker
- 9. Interviewing a money manager
- 10. Interviewing an insurance agent
- 11. Interviewing an accountant/tax preparer
- 12. Interviewing a lawyer
- 13. Interviewing a real estate agent
- 14. Get what you need from references and referrals
- 15. Breaking up is hard to do