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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Appendix A. Consumer Resources

There are a plethora of useful resources available to consumers to assist them with their financial planning and investing, but apparent resources can sometimes be, in reality, sales presentations or even window dressing for a scam. This is true of email or spam you may receive, seminars, luncheons, dinners, websites, mail, and telephone solicitations. If information is coming your way via an entity with which you are not familiar, approach it with a healthy dose of skepticism.

Most material is available on the websites of the various organizations, though some entities provide access to information via the telephone and/or through mailed requests. Keep in mind that some of these resources are associations that ...

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