Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "did you interview more than one financial advisor?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]Yes several times. Start with the book the right way to hire financial help then prepare a list of questions - make it the same questions for each professional. You need to understand the difference between their various licenses and whether they are fiduciaries or not. You can very likely get away with someone doing a one-time plan for you and then investing on your own unless you plan to have other major financial events. Also very dull but remember to protect your downside by having sufficient insurance.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics