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Old 03-16-2008, 09:52 AM   #21
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I refer most of my junior colleagues who ask to a fee-based FA for the same reasons. Smart as they are, they just have trouble sorting out their priorities, and they are swarmed with insurance-selling "financial advisors" and the like.

But I also tell them to get smart about this issue, to stuff their 403b, and not to wait unti after their kids are out of college to start saving.
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Old 03-16-2008, 11:12 AM   #22
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Originally Posted by Rich_in_Tampa View Post
I refer most of my junior colleagues who ask to a fee-based FA for the same reasons.
I think you mean "fee-only." "Fee-based" is an intentionally deceptive phrase used by some financial advisors who want to deceive people into thinking they are "fee only."

Home Page - NAPFA - The National Association of Personal Financial Advisors
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Old 03-16-2008, 11:18 AM   #23
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I think that most folks need a FA, they just don't have the ability to do it themselves, unfortunately there are large numbers of sharks who will will eat them alive.
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Old 03-16-2008, 05:41 PM   #24
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I think you mean "fee-only." "Fee-based" is an intentionally deceptive phrase used by some financial advisors who want to deceive people into thinking they are "fee only."
How do you know this??
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Old 03-17-2008, 02:36 PM   #25
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Based upon common sense. See the financial planning "name game" described in this article....

http://www.infoplease.com/ipa/A0193039.html
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