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Day: November 21, 2011

What are the first five questions a person should ask when they visit a financial planner?

Grill a potential adviser like a toasted ham and cheese sandwich. Apply heat and pressure and the good ones will, metaphorically, make your cheese gooey, giving you confidence that they’ll do what’s right for you. Here are my top five. Who ultimately owns your licensee? Independence. If the adviser is ultimately licensed through a product […]