Why (and How) to Engage a Financial Adviser

Recently, I wrote a series on financial advisers. I shared my bad experiences and covered many of the worst practices of financial advisers.

Not all financial advisers are predatory and dispense generic or lousy advice. But to get my money’s worth in terms of fees and commissions, I realized that I need to choose an adviser carefully and make sure my choice doesn’t overreach his or her boundaries in terms of professional expertise and credentials.

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