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How to Choose a Financial Planner

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Bank Insider:  Financial planners advise clients on how best to save, invest, and grow their money. They can help you tackle a specific financial goal—such as readying yourself to buy a house—or give you a macro view of your money and the interplay of your various assets. Some specialize in retirement or estate planning, while some others consult on a range of financial matters. Don’t confuse planners with stockbrokers — the market mavens people call to trade stocks. Financial planners also differ from accountants who can help you lower your tax bill, insurance agents who might lure you in with co...

on June 9, 2010 0

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How to Self-Diagnose Your Financial Health

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Money Saver:  You probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure and 30 minutes later you're out of the paper gown and off to work -- maybe with a new prescription for Lipitor. A similar annual checkup takes place in another type of practitioner's office: financial planners. But instead of analyzing your good and bad cholesterol levels, a planner may evaluate your good debts mortgage and bad debts (credit card). And instead of testing your reflexes, they may look at your savings and assess your ability to respond to a financial emergency. "A lot can...

on April 30, 2010 0

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Professional Financial Organizer

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Bank Insider:  How do you know whether you need to spend more time getting your financial affairs organized? Answer: When a professional organizer sends you her latest book on the topic -- and you lose it before you get a chance to open it. That's what happened to me recently, much to the amusement of several colleagues who sit near the mountains of books, papers, magazines, notepads, umbrellas, coffee cups and tax publications lying around my work space and spilling out of more than a dozen file cabinet drawers. One friend politely informed me I don't really need an expert organizer. I need an archaeologi...

on December 8, 2009 0

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Extra Cash to Stash in a Savings Account or Certificate of Deposit

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CDs & Investments:  Though there has been a lot of good news being release recently indicating that we might be starting a recovery, we might have a little more rough spots before the good times are back. The stock market is rallying, housing construction and sales are starting to bottom out and big companies like Citigroup and Wells Fargo reporting better than expected profits, but whether you like it or not, there are still indications that the recession isn't over. For one, the unemployment rate continues to increase, big companies continue to lay off workers by the thousands. Recently, Goodyear Tire & Rub...

on December 2, 2009 0

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