Getting Help You Can Trust
September 1, 2008 – 2:09 pmIf you're new here, you may want to learn what this site is about. Please subscribe to my RSS feed to get latest updates on this blog. Thanks for visiting!
Fortunately, managing your finances isn’t something you need to do alone. In fact, you will probably be more likely to reach your financial goals if you hire some crackerjack advisers: tax preparer, insurance agents, one or more lawyers, perhaps a stockbroker, financial planner, or even a money manager. A sharp real estate agent can help you get the best price when selling your home and direct you to suitable shelter if you’re buying (more about finding and using one in Smart Strategies for Buying a House, Condo, or Co-op). Electronic helpers –in the form of computer software and on-line services-can guide you, too.
You don’t have to be rich to hire advisers, either. The key is finding the right pro for your needs and your wallet. For instance, although you could pay a CPA $1,000 or so to fill out your federal and state tax returns, you might do just as well with a storefront preparer charging between $50 and $100. A helpful rule: To find an appropriate, honest adviser, start by asking your friends or business associates whom they use and begin interviewing them. What follows is kind of annotated Yellow Pages to help you turn up the financial advisers you need.
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