Thursday, January 17, 2008

Free Financial Planning Advice: Phone and Online through Kiplinger's

Free personal finance advice? I plan to test this program that is now offered through Kiplinger's:
Here's the info:

"Kiplinger's Jump-Start Your Retirement Plan Days, two days of free financial advice BY PHONE (the second day is Friday, January 25, 9 a.m. to 6 p.m. eastern time) or ONLINE (from now until 6 p.m. eastern time on Friday, January 25) from planners who are members of the National Association of Personal Financial Advisors (NAPFA). Here's a link with more information: http://kiplinger.com/yourretirement/jumpstart/qjump080115.html

Normally, these fee-only planners, who are well versed in investments, taxes, insurance, estate planning and saving for college and retirement, charge clients $100 to $250 an hour. But on Jump-Start Days, you don't pay a cent -- not even for the phone call. Just dial 888-919-2345 and a NAPFA adviser will respond to your question. Or, if you prefer, you can submit your question online via the link above from now until 6:00 p.m. eastern time on Friday, January 25."
I will try it out. I have questions about privacy and I wonder if the advisors will try to push any product. But it's worth a shot.


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1 comment:

Eric Toya said...

By definition, Fee-only planners do not push product. Maybe they push their services, but fee only planners do not sell commission products.