This is the eBook version of the printed book.
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.
The components of an integrated financial plan--and how to start putting them together.
Like doctors, there are many different types of financial advisors out there. Typical areas of expertise and the planning that can be incorporated, depending on your situation, include tax planning, estate planning, investment strategy, cash flow and budgeting, retirement, risk management, and college funding....
|Series:||FTPress Executive Briefs|
|Sold by:||Barnes & Noble|
|File size:||276 KB|
About the Author
Bonnie Kirchner, a Certified Financial Planner (CFP), holds a B.S. in Financial Counseling and Planning from Purdue and a masters degree in Taxation from Bentley University. For several years, she was a fixture on the Boston radio and television scene, providing financial information to millions of people. She was also married to Brad Bleidt, a charming, clever financial advisor who ran one of the country's largest Ponzi investment scams before Madoff, giving her extraordinary personal insight into both scammers and their unwitting victims.