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"This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. 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"--Resource description page.
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Subjects
Investment advisors, Financial plannersPlaces
United StatesEdition | Availability |
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1
Understanding what financial help you need
2010, FTPress Delivers
in English
0132178850 9780132178853
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Book Details
Edition Notes
Description based on resource description page (viewed Aug. 1, 2010).
"An e-burst of inspiration from the best books"--Cover.
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Feedback?January 3, 2023 | Created by MARC Bot | import new book |