CHAPTER 30

Financial Advisers and Financial Planners

 

At some point, you may want to bring a financial adviser in to aid you in building your financial future or to assess the progress you have been making. Understanding the basics of finances can help you with this. I have never been the type of person to operate on blind trust with anything, particularly my finances, so understanding them and being able to discuss them intelligently with advisers has served me well on many occasions. My parents brought in a financial adviser to help them as they got older, and once my father had passed away, I stepped in to help my mother with her finances. She had never been too involved with their adviser or the decisions made regarding their finances, and ...

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