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Any questions related to finance: money, family budget, banking, insurance, corporate finance, legal issues in the financial sector and much more.
Financial advisor
+118
votes
1
answer
How can a financial planner help individuals achieve their retirement goals?
asked
May 1
by
Deborah Ashford
(
280
points)
financial planning
retirement goals
financial advisor
investment
+86
votes
1
answer
How do financial advisors evaluate and recommend investment opportunities?
asked
Mar 31
by
Karen Osullivan
(
280
points)
financial advisor
investment opportunities
evaluation
recommendation
+90
votes
1
answer
Finding a good small business CPA?
asked
Mar 11
by
Ashley Hartmann
(
220
points)
small business
cpa
accounting
financial advisor
+30
votes
1
answer
What can I expect to pay when meeting my first financial planner?
asked
Mar 7
by
James Muirchertach
(
220
points)
financial planning
financial advisor
costs
financial consultation
+55
votes
1
answer
Who Can I Hire To Calculate the Value of An Estate?
asked
Mar 7
by
Eugene Westlake
(
220
points)
estate value
financial advisor
estate planning
+92
votes
1
answer
Effect on Bond asset allocation if Equity markets crash?
asked
Feb 23
by
Kathryn Otoole
(
220
points)
equity markets
bond asset allocation
financial advisor
+84
votes
1
answer
Choosing the “right” NAPFA advisor, and whether fees are fair, etc.?
asked
Feb 19
by
Larry Breitbarth
(
220
points)
napfa advisor
financial advisor
fee evaluation
+68
votes
1
answer
What should I do to pick the right consultant to open offshore bank account
asked
Feb 19
by
Jordan Sharma
(
220
points)
offshore bank account
consultant
financial advisor
+105
votes
1
answer
Is it a gift or not?
asked
Feb 18
by
Nathan Banner
(
220
points)
gift
financial advisor
+38
votes
1
answer
Should I Use an Investment Professional?
asked
Feb 18
by
Alice Litchfield
(
220
points)
investment
financial advisor
professional
+5
votes
1
answer
What exactly can a financial advisor do for me, and is it worth the money?
asked
Feb 16
by
Keith Damon
(
220
points)
financial advisor
investment
financial planning
+72
votes
1
answer
How do I go about finding an honest & ethical financial advisor?
asked
Feb 14
by
Willie Ludwig
(
220
points)
financial advisor
honesty
ethics
+35
votes
1
answer
Can the Securities Investor Protection Corporation (SIPC) itself go bankrupt?
asked
Feb 13
by
Peter Farrell
(
220
points)
sipc
bankruptcy
financial advisor
+87
votes
1
answer
Are all financial advisors compensated in the same way?
asked
Feb 11
by
Joseph Delaney
(
220
points)
financial advisor
compensation
payment
+119
votes
1
answer
When to hire an investment professional?
asked
Feb 9
by
Alan Hampton
(
220
points)
investment professional
financial advisor
investment advice
+28
votes
1
answer
I have savings and excess income. Is it time for me to find a financial advisor?
asked
Feb 9
by
Denise Herron
(
220
points)
financial advisor
savings
excess income
investment
financial planning
+39
votes
1
answer
401k Rollover - on my own or through my financial advisor?
asked
Feb 5
by
Linda O'Kane
(
220
points)
401k rollover
financial advisor
retirement savings
+46
votes
1
answer
Why would you use an IFA for choosing a pension fund
asked
Feb 5
by
Jerry Andrews
(
220
points)
pension fund
retirement planning
financial advisor
+120
votes
1
answer
What are the possible metrics for evaluating annual performance of a portfolio?
asked
Feb 2
by
Ryan Kelland
(
220
points)
portfolio performance
investment metrics
financial advisor
+48
votes
1
answer
What should a 19 year old with a moderate inheritance look for in a financial advisor?
asked
Feb 2
by
Andrew Baird
(
220
points)
financial advisor
inheritance
investment
personal finance
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