tailieunhanh - The.1-2-3.Money.Plan.Oct.2010_14

Tham khảo tài liệu '', tài chính - ngân hàng, tài chính doanh nghiệp phục vụ nhu cầu học tập, nghiên cứu và làm việc hiệu quả | How to Save Money 255 This is important All that said there are many good commission-based financial advisers that would do a fantastic job for you. I just think the built-in conflict of interest is too important to overlook. Conversely just because an adviser is fee-only doesn t mean he or she is any good. Once you have a short list of fee-only advisers schedule an in-person interview which should be free of charge. That might seem time consuming but it s worthwhile. Come prepared with your financial information such as how much income you have and all your investment balances. As you set out to choose an adviser think about what specific help you need. Do you feel helpless in choosing mutual funds Don t know what to do with stock options you received at work Are you worried you don t have the right insurances or financial documents such as a will living will and medical power of attorney Do you need advice on spending an inheritance Do you want a comprehensive plan to cover all aspects of your money life Before setting up the interview make sure the planner hasn t been in trouble. Find out about disciplinary actions by going to the . Securities and Exchange Commission Web site at or calling 1-800-SEC-0330. Look for a link like Check Out Brokers Advisers. You can also contact your state agency that oversees investment advisers. For advisers who sell investments otherwise known as stockbrokers you can conduct a BrokerCheck at the FINRA Web site or call 1-800-289-9999. From the Library of Wow eBook 256 The 1-2-3 Money Plan 2. Ask Questions and Listen to Your Gut Choosing the right adviser breaks down into three basic tasks Assessing the adviser s technical competence trustworthiness and compatibility with you. Here are six questions that will help you judge an adviser whether they are fee-only or not How are you paid This might be an uncomfortable question to ask. But it is fundamental and important. If you re using a fee-only .

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