7 Times You Need to Talk to a Financial Advisor
By: Maryalene LaPonsie - February 08, 2017
You may want to manage your money on your own, but there are times when it's a mistake to do it alone.
Ian Kutner, an advisor with San Diego Wealth Management, was among the country's very first certified financial planners. It's been more than 40 years since he was certified, and he says he still finds that people overlook the value of a planner and misunderstand what they do.
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