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One Year to an Organized Financial Life: From Your Bills to Your Bank Account, Your Home to Your Retirement, the Week-by-Week Guide to Achieving Financial Peace of Mind by Russell Wild, Regina Leeds

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WEEK ONE
Decide Whether You Need a Financial Advisor
This week, you can
• Evaluate financial or investment advisors
• Know the questions to ask about investments
• Remember ten important tips for investing
IF YOU’RE LIKE MY FRIEND RUFUS, you may have shied away from working with a financial professional. Rufus is a charter member of the “I can do it myself” club. (My mother was on the board, so I know this mentality.) This type of person usually has trouble asking for help or delegating tasks at work or at home. Here’s the issue: No matter how brilliant, capable, or trustworthy you are, no one can learn everything about every subject. (Even the president has dozens of advisors!)

HIRING A FINANCIAL ADVISOR

If your financial life reaches a certain ...

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