unsolicited advice Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

Part 3 of the Never-Do List – What Not to Do with a Financial Advisor

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 […]

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