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

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

by Charles A. Jaffe

Paperback(second edition)

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Product Details

ISBN-13: 9780262600439
Publisher: MIT Press
Publication date: 02/12/2001
Series: The MIT Press
Edition description: second edition
Pages: 352
Product dimensions: 7.00(w) x 9.00(h) x 0.75(d)
Age Range: 18 Years

About the Author

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

Table of Contents

Acknowledgments xi
Introduction 1(4)
1 How to start looking for help
5(8)
2 A pocketful of money beats a mouthful of excuses
13(8)
3 Recruit advisers before you need them
21(8)
4 Overcoming sins of commission
29(6)
5 Do you want your mother's decorator? A guide to referrals
35(8)
6 Friends don't let friends become clients, most of the time
43(6)
7 Defining a match made in heaven
49(8)
8 Your first meeting with an adviser
57(10)
9 Swimming through alphabet soup
67(6)
10 They're smarter than I am; how do I keep control?
73(10)
11 Getting blood from a stone; how to get good answers from references
83(8)
12 Hiring a financial planner
91(24)
13 Hiring a broker
115(28)
14 Where to check the background of a broker/financial planner; where to file complaints
143(12)
15 Hiring an insurance agent
155(18)
16 Your state insurance commissioner/independent insurance agents organizations
173(10)
17 Hiring an accountant or tax preparer/tax planner
183(20)
18 Checking out tax preparers
203(6)
19 Hiring a lawyer
209(22)
20 The State Bar Association near you
231(6)
21 Hiring a real estate agent
237(24)
22 State Boards of Realtors
261(6)
23 Hiring a banker
267(12)
24 Better Business Bureaus
279(14)
25 How to get a group of individuals to function as one unit
293(12)
26 Utility infielders; can one adviser handle two jobs?
305(6)
27 Breaking up is hard to do
311(6)
The Last Word 317(4)
Index 321

What People are Saying About This

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."

David E. Shellenberger

"Chuck Jaffe expertly guides the reader through the jungles of financial services. Consumers will find this book valuable in selecting and working with their advisors."

From the Publisher

" The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save—and even make—a bundle. Don"t even think twice about hiring a financial professional until you"ve read this book."—Gerri Detweiler , financial author and former director of the National Council of Individual Investors

Endorsement

Most investors know they need help with their investments, they just don't know where to find it. Who can you trust? How do you know you won't betaken advantage of? The choices are daunting. Thankfully, Charles A. Jaffe's The Right Way to Hire Financial Help offers investors the help theyneed. From taxes to insurance, this book has all you need to make informeddecisions about the people you hire to help you map your financial future.

Don Phillips, CEO, Morningstar, Inc.

Don Phillips

Most investors know they need help with their investments, they just don't know where to find it. Who can you trust? How do you know you won't betaken advantage of? The choices are daunting. Thankfully, Charles A. Jaffe's The Right Way to Hire Financial Help offers investors the help theyneed. From taxes to insurance, this book has all you need to make informeddecisions about the people you hire to help you map your financial future.

Gerri Detweiler

The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save—and even make—a bundle. Don't even think twice about hiring a financial professional until you've read this book.

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