http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/ Mon, 28 May 2012 02:47:07 +0000 hourly 1 http://wordpress.com/ http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-1477 Mon, 04 Oct 2010 19:55:57 +0000 http://investingcaffeine.com/?p=1262#comment-1477 [...] all your major assets and liabilities) individually or with the assistance of an advisor (see “What to Do” article) – I recommend a fee-only Registered Investment Advisor (RIA)* who has a fiduciary duty towards [...]

]]> http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-462 Thu, 07 Jan 2010 07:03:56 +0000 http://investingcaffeine.com/?p=1262#comment-462 [...] The other option is to simply outsource the responsibility. Time-strapped professionals follow this strategy when it comes to tax and legal advice, but for some reason many ill-equipped individuals feel they can adequately handle the arguably most important aspect of their financial existence…their investments. While finding an experienced and trusted professional can take some time, it is not an insurmountable task (see my article on selecting an advisor). [...]

]]> http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-416 Thu, 10 Dec 2009 17:06:30 +0000 http://investingcaffeine.com/?p=1262#comment-416 [...] This subject of accountability brings up additional doses of blame to distribute. Not only are the gun-slinging bankers and advisers the ones to blame, but in many cases the clients themselves shoulder some of the responsibility. Either the clients’ start drinking the speculative “Kool-Aid” of their advisor or they neglect to ask a few basic questions for accountability. Just as Ronald Reagan stressed in his conversations with the Soviets, it is also imperative for clients to “trust but verify” the relationship with their advisor (read how to get your financial house in order). [...]

]]> http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-356 Thu, 19 Nov 2009 09:04:04 +0000 http://investingcaffeine.com/?p=1262#comment-356 [...] So although, having a guide may be ideal, finding the right guide requires a lot of research (read how to find an advisor). The scope of qualifications between the capabilities of one advisor compared to another can be [...]

]]> http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-327 Tue, 03 Nov 2009 16:19:00 +0000 http://investingcaffeine.com/?p=1262#comment-327 [...] 5)      Seek Advice: If you are still confused, call the fund company or contact a financial advisor to clarify whether style drift is occurring in your fund(s) (read article on finding advisor). [...]

]]> http://investingcaffeine.com/2009/10/21/what-to-do-now-time-to-get-the-house-in-order/#comment-283 Wed, 21 Oct 2009 18:03:09 +0000 http://investingcaffeine.com/?p=1262#comment-283 [...] here to read the rest: What to Do Now? Time to Get Your House in Order Posted in Life Insurance | Tags: coaster-ride, game, heads, history, history-never, [...]

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