Feeling at Sea About Finances? A Planner Can Ease the Voyage

Hannon, Kerry
October 2008
U.S. News & World Report;10/13/2008, Vol. 145 Issue 8, p61
This article offers six steps toward finding a financial adviser. The author suggests one should first research the different types of financial planners available, to ensure one is getting a legitimate professional. Some of the six steps discussed include: screening for credentials, understanding how the planner is paid, and doing a background check.


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