DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
Part 3 of the The Never-Do List – 22 Good Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams This article discusses things that you should “never do” with a financial planner or investment advisor, and it covers unsolicited advice, sales pressure, and account decision-making discretion. You should never do certain things with […]
Part 2 of the The Never-Do List – 22 Good Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams This article discusses things that you should “never do†with a financial planner or investment advisor, and it covers fees, payments, and proprietary investments. You should never do certain things with a financial planning […]
Part 1 of the The Never-Do List – 22 Good Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams This article discusses things that you should “never do†with a financial planner or investment advisor, and it covers adviser selection, contracts, signatures, and ownership title of your assets. You should never do certain […]