Fred Harteis News Articles - Anyone can call himself a planner.
To avoid amateurs, hire a planner who's earned special credentials (such as a Certified Financial Planner or Personal Financial Specialist designation) by meeting training standards or having a certain level of experience.
2. Planning is more than investing.
Not all planners offer comprehensive services. Some just give investment advice or focus on one aspect of planning, such as insurance or taxes.
3. Expand your choices.
When hiring a planner, interview at least three pros to find the one who can deliver ... more »