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Where to get help in financial planning.
- Source :
- BusinessWeek; 3/17/1980, Issue 2628, p186-190, 3p
- Publication Year :
- 1980
-
Abstract
- This article discusses the importance for affluent middle class in the U.S. to seek the help of financial planners or financial advisors on how to deal with such issues as taxes, investments, insurance, real estate, retirement plans and wills. It explains that personal financial planners are either individual practitioners or attached to a financial institutions. It explains several questions that an individual should ask about a financial planner such as the training he has, whether he is selling too much and how much service does he offer.
Details
- Language :
- English
- ISSN :
- 00077135
- Issue :
- 2628
- Database :
- Complementary Index
- Journal :
- BusinessWeek
- Publication Type :
- Periodical
- Accession number :
- 57575573