Detailed, practical advice on hiring financial advisers.
"synopsis" may belong to another edition of this title.
Charles A. Jaffe is the personal finance columnist at the Boston Globe.
"About this title" may belong to another edition of this title.
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Paperback. Condition: Very Good. Detailed, practical advice on hiring financial advisers.Hiring financial help is a task that many otherwise savvy people approach the wrong way, opting to go on recommendations from family and friends, chance encounters, or advertisements rather than on sound research. In engaging, accessible prose, nationally syndicated columnist Charles A. Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an adviser who is not working out. The book contains guidance on hiring and checking the backgrounds of seven types of advisers--brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents--as well as specific questions to ask to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major financial need for the rest of his or her lifetime. This new edition has been updated throughout. It includes, hundreds of Web addresses and an online resources directory. Two new chapters discuss online advice services and how to choose an online broker. Seller Inventory # 00101893896
Seller: BooksRun, Philadelphia, PA, U.S.A.
Paperback. Condition: Very Good. Subsequent. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 0262600439-11-1
Seller: World of Books Inc, Montgomery, IL, U.S.A.
Paperback. Condition: Very Good. Detailed, practical advice on hiring financial advisers.Hiring financial help is a task that many otherwise savvy people approach the wrong way, opting to go on recommendations from family and friends, chance encounters, or advertisements rather than on sound research. In engaging, accessible prose, nationally syndicated columnist Charles A. Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an adviser who is not working out. The book contains guidance on hiring and checking the backgrounds of seven types of advisers--brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents--as well as specific questions to ask to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major financial need for the rest of his or her lifetime. This new edition has been updated throughout. It includes, hundreds of Web addresses and an online resources directory. Two new chapters discuss online advice services and how to choose an online broker. Seller Inventory # CIN0262600439VG
Seller: Better World Books, Mishawaka, IN, U.S.A.
Condition: Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 3162218-6
Seller: Dan Pope Books, West Hartford, CT, U.S.A.
Soft cover. Condition: Near Fine. No Jacket. 1st Edition. First edition. First printing. Softbound. Trade paperback. A nice clean copy, near fine, no marks, just read once. 0.0. Seller Inventory # 2824
Seller: Revaluation Books, Exeter, United Kingdom
Paperback. Condition: Brand New. 2nd sub edition. 333 pages. 9.00x7.00x1.00 inches. In Stock. Seller Inventory # zk0262600439
Quantity: 1 available