- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Financial advisors?
Posted on 7/16/12 at 7:50 am to LSUHSC-S T-Fanatic
Posted on 7/16/12 at 7:50 am to LSUHSC-S T-Fanatic
First, congratulations to you and the wife on the baby and your coming graduations. You demonstrate wisdom in questioning whether to act on the advice of the financial advisor. In answer to your questions, you should consult with a CPA and/or attorney with respect to the advice you are getting from financial advisors.
As a disclaimer, I am a CPA, and I have provided advice to young professionals beginning their careers.
As a disclaimer, I am a CPA, and I have provided advice to young professionals beginning their careers.
1
Posted on 7/16/12 at 9:51 am to Poodlebrain
quote:
you should consult with a CPA and/or attorney with respect to the advice you are getting from financial advisors.
Actually you should consult a CPA about tax issues, not financial planning matters. I am routinely surprised at how little CPA's know in regards to anything related to investments. For a comprehensive financial review you should work only with a Certified Financial Planner. If your advisor only holds a series 7 or some worthless designation then you should drop them immediately because he probably lacks the skill set you need for true advice.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News