Understanding what financial help you need
"This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Like doctors, there are many different types of financial advisors out there. Typical areas of expertise and the planning that ca...
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| Format: | eBook |
| Language: | English |
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Upper Saddle River, N.J.
FTPress Delivers
2010
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| Series: | FTPress Delivers elements
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| Collection: | O'Reilly - Collection details see MPG.ReNa |
| Summary: | "This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Like doctors, there are many different types of financial advisors out there. Typical areas of expertise and the planning that can be incorporated, depending on your situation, include tax planning, estate planning, investment strategy, cash flow and budgeting, retirement, risk management, and college funding"--Resource description page |
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| Physical Description: | [11] pages |
| ISBN: | 9780132178846 |