Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers—or assistants. When taken 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'd all like one of those, right?)