Author Topic: financial planning  (Read 2422 times)

Offline kunkmiester

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financial planning
« on: May 27, 2014, 04:01:28 PM »
So, while my brother whole darling with the estate havent been open about just how much money is there, there is apparently enough that we need to be looking seriously at what to do with it and how to do it.  So, im needing to look seriously at finding someone to help with that.
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Offline rhodges

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Re: financial planning
« Reply #1 on: May 27, 2014, 04:19:59 PM »
I suggest reading "The Alpha Strategy" by John Pugsley. It's now a free download on the Internet. While the book is old, and was written in the shadow of the late 1970's inflation, I think the core ideas are still sound and useful.

I also suggest getting on the forum, if you haven't already.
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Offline Steve C.

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Re: financial planning
« Reply #2 on: May 27, 2014, 06:39:35 PM »
Also, make sure any "advisor" gets paid by you and not the product they think is great for you.
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Offline Mark Davis

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Re: financial planning
« Reply #3 on: May 27, 2014, 10:36:24 PM »
Amen Steve!
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