Using Financial Planning Experts. Prepare a list and contact information (phone, e-mail, website) for financial planning specialists

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Using Financial Planning Experts. Prepare a list and contact information (phone, e-mail, website) for financial planning specialists in your community, such as financial planners. investment advisors credit counselors, insurance agents, real estate brokers, and tax preparers, who could assist people with personal financial planning.

What are some questions you might ask these people to expand your personal finance knowledge?

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Personal Finance

ISBN: 9781260799736

13th Edition

Authors: Jack Kapoor

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