From the course: Start Young for Your Best Retirement

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Working with professionals

Working with professionals

From the course: Start Young for Your Best Retirement

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Working with professionals

- There are a lot of people out there who want to manage your money for you. And some of them offer terrific services. Some of them not so terrific. So here's how to find the terrific ones. To begin with if you're struggling to make ends meet and you're not even close to thinking about how to save for retirement it might be a good time to meet with a financial planner. Look for people with professional designations like a Certified Financial Planner. These professionals will review your finances and build you a plan that can get you on the road to financial stability. And for a fee only planner you'll know exactly how much you're going to be paying. When you meet they should bombard you with questions. And they're going to want to see all of your spending records and income statements. And when they're done you should get a written plan that extends for more than a year. Now if you're ready to build a retirement portfolio you may be in need of some investment advice. Look for someone…

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