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01-30-2008, 05:19 AM #1Founder
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Truth or dare for your financial adviser
Truth or dare for your financial adviser
Conventional wisdom says you should pick a financial adviser you connect with, and one who has good references and no problems with regulators. Sure, that's a good way to start, but it won't tell you if he or she is likely to chase market trends or put a desire for fees ahead of your best interests. The questions below will give you insight into any planner's style and candor.If you'd like to help support Frugal Living by Sara Noel, my syndicated column, e-mail, write, or call the managing editor at your local newspaper and ask them to publish it in print or online. It's internationally syndicated through Universal Uclick. Thank you for supporting Frugal Village.
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01-30-2008, 10:13 AM #2Registered User
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Thanks for the link!
"Strong is what we make each other." ~ Marge Piercy
2012:
2012 Penny Challenge: $10.70
2012 Change jar Challenge: $12.40
2012 Quarters Challenge: $16.75
2012 Coupon Savings Challenge: $92.19
2012 EF Challenge: $90.80
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