Comments on: Financial Planning?

By: The Rabbi

The Rabbi — Thu, 05 Nov 2009 04:19:45 +0000

Are you trying to get a job as a financial planner? Or hire one to manage your money?

By: T

Thu, 05 Nov 2009 03:43:07 +0000

You need to research the area yourself and then get a recommendation for a planner. There is a lot to learn and it is best if you do self-study on the subject. Don’t trust your money to anyone unless you know everything there is to know.

By: Soon to be married

Soon to be married — Thu, 05 Nov 2009 03:05:13 +0000

You should interview several candidates before making a decision since it is a very important relationship you will be entering into. During these meetings or interviews be sure to ask each one of them how they get paid. You want to know the answer and see how they answer the question. You need to be aware that some of them may be willing to sell you a product that might not be the best fit for you because it gives them the biggest commissions. These are the ones you want to avoid.
Make sure you know what your financial goals and needs are before meeting with anyone, you don’t want to have someone else decide your priorities.
Good luck.