Book description
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.
The components of an integrated financial plan--and how to start putting them together.
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....
Table of contents
Product information
- Title: Understanding What Financial Help You Need
- Author(s):
- Release date: June 2010
- Publisher(s): Pearson
- ISBN: 9780132178853
You might also like
audiobook
How to Think About Money
There are those who think the goal of investing is to beat the market and amass …
book
The Roles of Various Financial Institutions
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help …
book
Full of Bull: Do What Wall Street Does, Not What It Says, To Make Money in the Market
“I am going to initiate coverage on this book: BUY! The title perfectly encompasses the theme …
book
The Financial Professional’s Guide to Communication: How to Strengthen Client Relationships and Build New Ones
Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, …