The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring , The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agentsout of 5 stars based on 0 reviews
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Acknowledgments | ||
1 | Starting your search for help | 1 |
2 | A pocketful of money beats a mouthful of excuses | 9 |
3 | Recruit advisers before you need them | 17 |
4 | Overcoming the sins of commission | 23 |
5 | Do you want your mother's decorator? A guide to referrals | 29 |
6 | Friends don't let friends become clients, most of the time | 37 |
7 | Defining a match made in heaven | 43 |
8 | Your first meeting with an adviser | 51 |
9 | Swimming through alphabet soup | 61 |
10 | They're smarter than I am; how do I keep control? | 67 |
11 | Getting blood from a stone; how to get good answers from references | 75 |
12 | Can my computer replace traditional advisers? | 83 |
13 | Hiring a financial planner | 91 |
14 | Hiring a broker | 113 |
15 | Picking an online broker | 141 |
16 | Hiring an insurance agent | 149 |
17 | Hiring an accountant or tax preparer/tax planner | 167 |
18 | Hiring a lawyer | 187 |
19 | Hiring a real estate agent | 207 |
20 | Hiring a banker | 233 |
21 | How to get a bunch of individuals to function as one unit | 247 |
22 | Utility infielders; can one adviser handle two jobs? | 257 |
23 | Breaking up is hard to do | 263 |
The Last Word | 269 | |
App. 1 | State and federal securities regulators | 273 |
App. 2 | State insurance commissioners/independent insurance agents associations | 283 |
App. 3 | Tax preparer/CPA organizations | 295 |
App. 4 | State bar associations | 301 |
App. 5 | State Boards of Realtors | 307 |
App. 6 | Online consumer resources | 313 |
Index | 319 |
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