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Types of Financial Planners, #101
Summary Just 17 percent of all American households have a tax adviser or a personal financial planner. Why such a low number? Chalk it up to confusion and fear. After all, it can be daunting to entrust your financial future to a stranger. And it’s tough knowing where to turn for help because a changing marketplace has blurred the line between the likes of insurance salesmen and your stockbroker. In fact, these days everyone …

How to find a Good Tax Adviser, #102
Summary It doesn’t matter if you’re in the market for a new car or a pound of tomatoes. If you’re smart, you inspect the merchandise before you buy it. The same goes for hiring a good tax adviser, financial planner or accountant. Here we will use the term “adviser” to cover all the different types of planners, tax advisers, brokers and accountants. …

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