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The Right Way to Hire Financial Help: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, by Charles A. Jaffe,

The Right Way to Hire Financial Help: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, by Charles A. Jaffe,
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.



No-Nonsense Finance by Errold F. Moody,
No-Nonsense Finance by Errold F. Moody,
A take-no-prisoners approach to making your money work for you--from investing to insurance, real estate, and more Prepare yourself for a shock. Because "No-Nonsense Finance is like no personal finance book you have ever read. Hard-hitting, irreverent, frequently caustic, but always honest and on-the-money--like its author, noted personal finance expert and Internet guru Errold Moody--this straight-talking book uses a refreshingly in-your-face style to detail everything you need to know about your financial life, and how to make your money work for you. But don't let his style fool you. Fact is, when it comes to taking care of your money, Moody may be the best friend you'll ever have. Look to "No-Nonsense Finance for pull-no-punches guidance on important issues including: Strategies for knowing more than your stockbroker (it ain't that hard!) How much insurance you need, or don't need, and why Straight-talking investment advice for every stage of your life Why you don't want to use a broker, insurance agent, or financial planner--yet why you may need one What you really need to know when buying long-term care insurance No-nonsense guidelines for estate planning, real estate, and more You may not like what Moody has to say. Still, in order to live well today and retire better tomorrow, you need to hear it. Let "No-Nonsense Finance show you how to consistently do the right things with your money--and reveal how easy it can be to do the wrong things if you're not careful.



Insurance broker - An Insurance Broker sources (brokes) contracts of insurance on behalf of their customers.

Long term care insurance - Long-term care insurance, an insurance product sold through a licensed insurance agent (one who represents the insurance company) or an insurance broker (one who represents the policyowner) in the United States, helps provide for the cost of long-term care beyond a pre-determined period.

Willis (Insurance) - Formally known as Henry Willis & Co, Willis is a 176 years old insurance broker. The company currently employs about fifteen thousand employees and has roughly 300 offices spread across over one hundred countries.

Securities Investor Protection Corporation - The Securities Investor Protection Corporation (SIPC) is a Federally mandated insurance company that protects securities investors from harm if a broker/dealer defaults. Since most investors rely on a broker to handle custody of the investor's assets, the broker legally owns those assets.



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