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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 /
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Cambridge, Mass. :
MIT Press,
©1998.
|
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- The Right Way to Hire Financial Help
- Contents
- Acknowledgments
- Introduction
- How to start looking for help
- A pocketful of money beats a mouthful of excuses
- Recruit advisers before you need them
- Overcoming sins of commission
- Do you want your mother's decorator? A guide to referrals
- Friends don't let friends become clients, most of the time
- Defning a match made in heaven
- Your first meeting with an adviser
- Swimming through alphabet soup
- They're smarter than I am
- how do I keep control?
- Getting blood from a stone.
- How to get good answers from references
- Hiring a financial planner
- Hiring a broker
- Where to check the background of a broker/®nancial planner, where to ®le complaints
- Hiring an insurance agent
- Your state insurance commissioner/ independent agents organizations
- Hiring an accountant or tax preparer/tax planner
- Checking out tax planners
- Hiring a lawyer
- The State Bar Association near you
- Hiring a real estate agent
- State Boards of Realtors
- Hiring a banker
- Better Business Bureaus
- How to get a group of individuals to function as one unit
- Utility infielders.
- Can one adviser handle two jobs?
- Breaking up is hard to do
- The Last Word
- Index.