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Getting started in finding a financial advisor

Author: Charles A Jaffe
Publisher: Hoboken, N.J. : John Wiley, ©2010.
Series: Getting started in.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever  Read more...

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Genre/Form: Nonfiction
Document Type: Book
All Authors / Contributors: Charles A Jaffe
ISBN: 9780470538784 0470538783
OCLC Number: 320800356
Notes: Includes index.
Description: x, 262 pages ; 24 cm.
Contents: You need financial help : now what? --
You get what you pay for, and pay for what you get --
The seven big mistakes people make when hiring advisers --
Why you may be the only one you can trust --
Swimming through alphabet soup --
Your first meeting with an adviser --
Interviewing a financial planner --
Interviewing a broker --
Interviewing a money manager --
Interviewing an insurance agent --
Interviewing an accountant/tax preparer --
Interviewing a lawyer --
Interviewing a real estate agent --
Get what you need from references and referrals --
Breaking up is hard to do.
Series Title: Getting started in.
Responsibility: Chuck Jaffe.

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