How do I find accountants and financial advisers for my elderly California Mom and her trust? [more inside]
posted by anonymous on Aug 12, 2009 - 4 answers

I've picked up a freelance job writing simple financial-advice articles, but now and then the topics they give me to write about don't always work. Sometimes it's easy for me to spot the ones that don't make sense -- but not always, because I don't have a financial background. Can someone who does tell me if this statement (inside) about loans makes sense? [more inside]
posted by EmpressCallipygos on Aug 4, 2009 - 6 answers

I'm looking for financial advice resources that are beyond square one. I've tried following sites like The Simple Dollar, Get Rich Slowly, and I Will Teach You To Be Rich but these sites seem catered to people who are in a rough spot with lots of credit card debt, etc. I don't need advice on cutting up my credit cards or reducing my power bill (I know little stuff adds up and I'm doing all right with the little stuff). I'm looking for square 2 advice: investing, financial planning, real estate, tax shelters... I have a good job, a house, little debt, and some savings. Now what? I'm looking for advice on how to go from okay shape to better. Not bad shape to okay. Any good resources out there? Keep in mind: I am a financial and investing moron. I am looking for layman-friendly resources. Thanks!
posted by anonymous on Mar 18, 2009 - 16 answers

Please suggest publications or online resources you like for the purpose of monitoring the direction of financial markets. [more inside]
posted by beagle on May 7, 2008 - 2 answers

My bro is graduating from college this month and is asking a lot of financial questions regarding investment/savings/etc. As the first college graduate in the "real world" he's asking me for some advice. I am looking to get him some books that I liked ( by Dave Ramsey and Suze Orman ) that have helped me out. I was seeing if there are other tomes of financial wisdom that I should get him for graduation (there are other gifts.. don't worry I'm not that lame;)
posted by aggienfo on Apr 30, 2008 - 24 answers

OK, based on AskMeFi's advice on how to go about finding the right therapist, I should set up appointments with a few different financial advisers to determine a good fit. But how do I go about making the initial selection in the first place, and once there what questions to ask and how to assess their responses? [more inside]
posted by anonymous on Mar 5, 2008 - 4 answers

I'm in the UK. My wife has contacted an IFA. They want to charge us £270 for an initial meeting, which will be reduced by 77% if we proceed with a pension product (for me, self-employed) they recommend; or, they will produce a full report for us which will cost in excess of £1600. Are they getting money for old rope? How hard do they really work for this money? Are they worth seeing? We're not millionaires - we earn decent but unremarkable amounts, and that sort of fee would dent the savings we're trying to protect. What are your experiences?
posted by hatmandu on Jan 4, 2008 - 10 answers

What are annuities and why should I be wary of them? [more inside]
posted by spicynuts on Oct 4, 2005 - 27 answers