To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Good advice.
Also visit fatwallet, bogle heads, fool.com and other finance forums, it will educate you more than a financial adviser but its not a substitute.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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I work for a wealth management firm and I will say there are definitely some good ones out there. I would say that none of them do a good job of managing your expectations, but if they did, they...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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actually essentially everything you mentioned is included in the 0.95% including all trades. what is not including are things like management fees related to owning shares of ETFs etc.
im just...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Thanks
The matress is getting full. :D Seriously, it's hard to say without disclosing my financials to the whole world... I want to make sure that I am properly prepared for the rest of my...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Most communitiy college classes about personal finance are taught by outsiders who run financial advisory businesses and are less interested in helping students understand personal finance than in...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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February 21, 2013
How to Find a Financial Advisor, Step by Step
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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So do you not drive cars anymore because there are lots of stories about accidents and duis?
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Car accidents and DUIs generally don't occur because of greed and/or malice towards the victim, so I don't really see your analogy working out to well.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Both of you are having a hard time grasping the analogy. Just because there are articles about greedy financial planners doesn't mean that all are bad in fact most are not bad. You are using a...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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He is either completely honest and trusting or he has been living for 30 years off screwing people over. I'm going with the latter.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Thanks. :)
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Here is a very good, very easy to understand guide to getting started on investing for your retirement.
Here is another guide that also does a good job of explaining how to invest for your...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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You completely missed the point. The point was that there are articles about accidents every day it doesn't mean you are going to get in one. It is applying the same generalization that because there...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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I'm thinking of getting a financial plannner, but I'm not really sure how to ... when I meet with one, how do I really interview him/her? What do I look for in one? I know references are one thing.
...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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What is causing you to consider getting a financial planner?
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Whenever I talk to financial planners where I work (up to 35 of them a day) I would ask them, whats the worst part about being in your line of work. The answer I heard the most was "There are a...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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References, do you feel comfortable around the person, do they explain concepts clearly so you can grasp them, how can they help you accomplish your goals, do his/her ideas align with your intuition.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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So it's a 0.95% annual fee + management fees. That's a 1% cut, every year.
Go take a free university/cc class + vanguard.org or fidelity.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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have any of you heard of Personal Capital and/or use it? i'm looking into it now and have already talk to "my guy" for 1.5 hrs for free. considering using the service but don't know if 0.95% annual...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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:shake:
That's $950 per $100K, every single year. That's just the management fees. Then there's the expense fees, transfer fees, wire fees, statement fees, etc, etc :lol:
Enroll in a local...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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There is a great read on FW finance regarding CFP - certified financial planner. It may really help you in regards to what to look for in a CFP.
Not sure if I can link here directly. However, go...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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What if all the planners are equally evil?
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Honestly if you are working with a lot of money, you might be best off getting 2, 3 or even more planners and have them work independently for you. It would be easier to spot someone with ill...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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I would say do your own research, draw up a plan, and ask for opinions here. You'll get honest advice, and by learning about it on your own you'll be able to come up with a much better plan.
Look...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Fee-only, not fee-based or commission-based, and make sure the fees don't cost too much. Get this status in writing because the Washington Post once asked about 100 planners by phone who claimed to...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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I have a question along those same lines... Would you hire a financial planner without a college degree? He's been in business for over 30 years.
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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http://investor.vanguard.com/
+
lawyer and/or CPA
Unless you have millions of dollars it's a complete waste. Educate yourself first and most can be done by yourself. The lawyer and/or CPA...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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Good thing you don't make stereotypes about a group of people becuase you heard something bad on the news. Look in any line of work and you can find stories of people in it to scam the consumer. ...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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There has been way too many dirty stories about stock brokers, investment firms, and financial advisers/planner over the last few years that I just don't believe a word those people say. I was sick...
To get a financial planner? How to interview?
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Thread created 02-01-2013 by Lakee911
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LMFAO. Is that the best you can come up with? AHAHAHAHAHAHAHA!!!:D.
OP,
What I'm trying to say is, it doesn't hurt to read up on investments and have some knowledge of how investing works...
