Financial Planners and Other Mysteries of Life

Financial Planners and Other Mysteries of Life
There are several different types of professionals who can help you organize or plan your finances. Inside Creative House/Shutterstock
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I am noticing a growing trend in my mailbox: Readers in search of financial planners or advisers. Or assistants. The problem is that when taking in the message’s context, it’s pretty clear that not everyone means the same thing when they refer to a financial “planner-adviser-assistant-helper.”

One reader wanted to know where to find a “financial planner” who would just take her paycheck, pay all of her bills, invest for her retirement, give her an allowance, balance her checkbook, and not charge her very much. (We would all like one of those, right?)

Mary Hunt
Mary Hunt
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