O'Reilly logo

15 Expert Lessons for Retirement Planning (Collection) by FT Press Delivers

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Who Can You Trust with the Financial Planning of Your Money?

Bonnie Kirchner

Financial planning is a larger field than you might think. It is actually made up of a number of components, and it is difficult for any one advisor to be an expert in every aspect of it. Relating financial planning to the medical field, you will have advisors who have a broad base of knowledge and might act as a generalist. These advisors very often can work with clients in a holistic manner but might have to find “specialists” in more complex situations. Whether you work with a generalist or a specialist, it is important to have an integrated financial plan. As one of my former colleagues put it, “If you don’t know where you’re going, any road will take you there.” ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required