Question for the Boston Money Coach: I've had bad luck with a financial advisor. I paid $600 and got a folder of charts depicting my financial situation and a sales pitch for a roster of insurance products. How can I ensure that my next advisor is worth his/her commission? Response from the Boston Money Coach - Steve Stanganelli: Regardless of the type of advisor you select or the way you ... Read More
Choosing a Financial Planner
Why Choose a Board – Certified Financial Planner Professional
Choosing a Board-Certified Financial Planner Professional You wouldn’t go to someone who wasn’t board certified for medical advice. You go to a doctor. You wouldn’t go to just anybody to get legal advice. You go to a lawyer. Why? Because they are board-certified. Why would you get financial advice from someone who is not board-certified? Clients should be informed of the ... Read More
