Understanding what financial help you need
"This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Like doctors, there are many different types of financial advisors out there. Typical areas of expertise and the planning that ca...
| Otros Autores: | , |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
[Place of publication not identified]
FT Press
2010
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| Edición: | 1st edition |
| Colección: | FT Press Delivers elements.
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628866506719 |
| Sumario: | "This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Like doctors, there are many different types of financial advisors out there. Typical areas of expertise and the planning that can be incorporated, depending on your situation, include tax planning, estate planning, investment strategy, cash flow and budgeting, retirement, risk management, and college funding"--Resource description page. |
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| Notas: | Bibliographic Level Mode of Issuance: Monograph |
| Descripción Física: | 1 online resource ([11] p.) |
| ISBN: | 9781282646711 9786612646713 |
