The Right Way to Hire Financial Help: A Complete Guide to Choosing and Managing Brokers, Financial Planners, InsuranceAgents, Lawyers, Tax Preparers, Bankers, and Real Estate Agents

Overview

Hiring financial help is a task that many otherwise savvy people approach the wrong way, opting to go on recommendations from family and friends, chance encounters, or advertisements rather than on sound research. In engaging, accessible prose, nationally syndicated columnist Charles A. Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an ...

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Overview

Hiring financial help is a task that many otherwise savvy people approach the wrong way, opting to go on recommendations from family and friends, chance encounters, or advertisements rather than on sound research. In engaging, accessible prose, nationally syndicated columnist Charles A. Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an adviser who is not working out.The book contains guidance on hiring and checking the backgrounds of seven types of advisers—brokers,financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents—as well as specific questions to ask to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major financial need for the rest of his or her lifetime. This new edition has been updated throughout. It includes, hundreds of Web addresses and an online resources directory. Two new chapters discuss online advice services and how to choose an online broker.

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Editorial Reviews

Robert Powell
There are few books that could have a greater impact on your personal financial well-being than this one. Do read it if you are at all serious about making sure that you realize your financial goals. -- Robert Powell, Dalbar
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Product Details

  • ISBN-13: 9780262600439
  • Publisher: MIT Press
  • Publication date: 2/19/2001
  • Edition description: second edition
  • Edition number: 2
  • Pages: 352
  • Product dimensions: 7.00 (w) x 9.00 (h) x 0.75 (d)

Meet the Author

Charles A. Jaffe is the personal finance columnist at the Boston Globe.

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Table of Contents

Acknowledgments
1 Starting your search for help 1
2 A pocketful of money beats a mouthful of excuses 9
3 Recruit advisers before you need them 17
4 Overcoming the sins of commission 23
5 Do you want your mother's decorator? A guide to referrals 29
6 Friends don't let friends become clients, most of the time 37
7 Defining a match made in heaven 43
8 Your first meeting with an adviser 51
9 Swimming through alphabet soup 61
10 They're smarter than I am; how do I keep control? 67
11 Getting blood from a stone; how to get good answers from references 75
12 Can my computer replace traditional advisers? 83
13 Hiring a financial planner 91
14 Hiring a broker 113
15 Picking an online broker 141
16 Hiring an insurance agent 149
17 Hiring an accountant or tax preparer/tax planner 167
18 Hiring a lawyer 187
19 Hiring a real estate agent 207
20 Hiring a banker 233
21 How to get a bunch of individuals to function as one unit 247
22 Utility infielders; can one adviser handle two jobs? 257
23 Breaking up is hard to do 263
The Last Word 269
App. 1 State and federal securities regulators 273
App. 2 State insurance commissioners/independent insurance agents associations 283
App. 3 Tax preparer/CPA organizations 295
App. 4 State bar associations 301
App. 5 State Boards of Realtors 307
App. 6 Online consumer resources 313
Index 319
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Sort by: Showing 1 Customer Reviews
  • Anonymous

    Posted August 26, 2000

    A big help when I needed it

    I bought this book after hearing Mr. Jaffe speak about hiring financial advisers at an event sponsored by The Boston Globe. I must have been reading his column in the paper for a decade. The thought of picking a financial planner had always scared me. I'd talk to people about it, but I had a hard time trusting anyone enough to work with them. I also wasn't doing so great with my money on my own, so I needed someone. After listening to Mr. Jaffe talk and reading the parts of the book that applyed to me, I interviewed a few financial planners and hired one. The book and Mr. Jaffe gave me the confidence to do it, and I am very happy with the person I picked and what they have done to help me get my finances under control. This book really helped me.

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