Financial Planners 101

Financial Planners 101
Understand the differences so you can make the right decision for you. Renae Wang
Updated:

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?)

Mary Hunt
Mary Hunt
Author
Mary invites you to visit her at EverydayCheapskate.com, where this column is archived complete with links and resources for all recommended products and services. Mary invites questions and comments at https://www.everydaycheapskate.com/contact/, “Ask Mary.” This column will answer questions of general interest, but letters cannot be answered individually. Mary Hunt is the founder of EverydayCheapskate.com, a frugal living blog, and the author of the book “Debt-Proof Living.” COPYRIGHT 2022 CREATORS.COM
Related Topics