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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