Money, Money, Money

Out of context: Reply #3

  • Started
  • Last post
  • 12 Responses
  • 20020


    Look for a financial adviser who is a certified financial planner (CFP). They're licensed and regulated, plus take mandatory classes on different aspects of financial planning.

    Consider the planner's pay structure. A planner who earns money based on commission rather than a flat, hourly rate could have an incentive to steer you in a particular direction.

    Read the code of ethics that your financial planner adheres to. Look for the word "fiduciary" and language that requires planners to look after your best interests.

    http://guides.wsj.com/personal-f…

View thread