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Special report

Finding a monetary mentor

Are you considering a radical overhaul of your finances, getting married, having a baby or nearing retirement? Whatever your situation, chances are you could benefit from the guidance of a financial adviser to help you map out your financial dreams.

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Organizing your financial life
Financial planners aren't just for millionaires
Whether you have lots of money or just a little -- a financial planner can be a good partner.
 
Investigate credentials and reputations before handing over your money
You worked hard to get it, don't let a professional squander it.
 
Financial adviser titles
Don't get burned by the financial planner "name game." Know what those letters after their names mean.
 
Interviewing a financial adviser
Before selecting a planner, make sure your philosophies and personalities mesh. Here are some key questions to guide your first meeting.
 
Paying for a financial adviser
Make sure you understand how your financial planner gets paid.
 
When your financial adviser does you wrong
Money professionals make mistakes too. Here's what to do when you think you got bad advice.
 
-- Posted: Nov. 5, 2001
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See Also
Financial planning for low-income people
Financial planning for middle-income people.
Financial planning for unmarried couples



 
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