Planners

There are several different types of professionals who can help you organize or plan your finances. (Inside Creative House/Shutterstock)

Financial Planners and Other Mysteries of Life

I notice a growing trend in my mailbox: readers looking for financial planners or advisors. Or helpers. The problem is that taking the context of the message, it’s pretty clear that not everyone means the same thing when referring to a “planner-advisor-assistant-assistant”. A reader wanted to know where to find a “financial planner” who would …

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“Paid” vs. “Fee Only” Financial Planners: There’s a Big Difference

“Paid” vs. “Fee Only” Financial Planners: There’s a Big Difference

Dear Liz: How do I find a paid financial planner? I just inherited a lot of money, and trying to figure out our future is stressing me out. Answer: It’s understandable. Getting sound advice can be the difference between growing your newfound wealth and squandering it. But finding a good, honest and competent planner takes …

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