Getting started in finding a financial advisor
By: Chuck Jaffe
Series: Getting started in; Getting started in
Publisher: John Wiley
Published: 2010
Place of publication: Hoboken, N.J
Language: eng
Number of pages: 262
ISBN-13: 9780470538784
Notes: Includes index.
Table of contents: title: You need financial help : now what?; title: You get what you pay for, and pay for what you get; title: The seven big mistakes people make when hiring advisers; title: Why you may be the only one you can trust; title: Swimming through alphabet soup; title: Your first meeting with an adviser; title: Interviewing a financial planner; title: Interviewing a broker; title: Interviewing a money manager; title: Interviewing an insurance agent; title: Interviewing an accountant/tax preparer; title: Interviewing a lawyer; title: Interviewing a real estate agent; title: Get what you need from references and referrals; title: Breaking up is hard to do.