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Beginning Investing by Danielle L. Schultz

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CHAPTER9

Getting Professional Advice

In This Chapter

  • Don’t believe everything you hear
  • Buying from a broker
  • Fee-only versus fee-based planners
  • Robo-advisers, insurance advisers, accountants, and others

If you have a busy career and an active family, you probably don’t have time to do a lot of reading and learning about investing. But if you’re facing some big financial decisions—retirement, college funding, investing an inheritance—you may feel you need to consult a professional.

In this chapter, we’ll examine the different types of financial professionals available to you and look at their costs and levels of service.

But First, a Word on ...

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