DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

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The Never Do List – Avoid Financial Advisor Frauds and Scams

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 […]

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