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Autore: | Jaffe Charles A |
Titolo: | The right way to hire financial help : a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents / / Charles A. Jaffe |
Pubblicazione: | Cambridge, Mass., : MIT Press, c1998 |
Edizione: | 1st ed. |
Descrizione fisica: | 1 online resource (323 p.) |
Disciplina: | 332.6 |
Soggetto topico: | Financial planners |
Investment advisors | |
Finance, Personal | |
Financial services industry | |
Note generali: | Includes index. |
Nota di contenuto: | The Right Way to Hire Financial Help -- Contents -- Acknowledgments -- Introduction -- How to start looking for help -- A pocketful of money beats a mouthful of excuses -- Recruit advisers before you need them -- Overcoming sins of commission -- Do you want your mother's decorator? A guide to referrals -- Friends don't let friends become clients, most of the time -- Defning a match made in heaven -- Your first meeting with an adviser -- Swimming through alphabet soup -- They're smarter than I am -- how do I keep control? -- Getting blood from a stone -- how to get good answers from references -- Hiring a financial planner -- Hiring a broker -- Where to check the background of a broker/®nancial planner, where to ®le complaints -- Hiring an insurance agent -- Your state insurance commissioner/ independent agents organizations -- Hiring an accountant or tax preparer/tax planner -- Checking out tax planners -- Hiring a lawyer -- The State Bar Association near you -- Hiring a real estate agent -- State Boards of Realtors -- Hiring a banker -- Better Business Bureaus -- How to get a group of individuals to function as one unit -- Utility infielders -- can one adviser handle two jobs? -- Breaking up is hard to do -- The Last Word -- Index. |
Titolo autorizzato: | The right way to hire financial help |
ISBN: | 0-262-27624-0 |
Formato: | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione: | Inglese |
Record Nr.: | 9910817768003321 |
Lo trovi qui: | Univ. Federico II |
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