Understanding What Financial Help You Need /
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,...
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| Format: | eBook |
| Language: | English |
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PH Professional Business,
2010.
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| Edition: | 1st edition. |
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| Online Access: | Connect to this electronic resource |
| Summary: | 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.... |
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| Item Description: | Electronic resource. |
| Physical Description: | 1 online resource (10 pages) |
| Format: | Mode of access: World Wide Web. |