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Investment and financial planning
Investment and financial planning - Trends
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Financial planners help people plan their finances in light of their income and assets. This involves programs for investments. Some planners work on their own and offer workshops that teach people how to handle their own finances. Other planners run businesses or are employed by insurance companies and financial service companies (e.g., investment services companies, investment banks and commercial banks) and sell their company's financial products. Such products might include family budgeting schemes, mutual funds, individual retirement accounts (IRAs), insurance, real estate, or tax-sheltered investment plans. ...
If you are considering hiring a professional to help you with your investments and personal financial planning, you should come to the first meeting prepared with questions that will help you to evaluate if the advisor is right for you. The questions below are intended to give you a good sense of the background, business structure, advisory style, and qualifications of a prospective advisor or planner: 1. What are your professional qualifications and designations, including formal educational degrees? An advisor who has earned one or more professional designations has demonstrated a ... Read More
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