h*******t
发帖数: 231 | 1 如题 求推荐 想要找个专业人士做个理财计划 谢谢 |
t*m
发帖数: 4414 | 2 useless.
【在 h*******t 的大作中提到】
: 如题 求推荐 想要找个专业人士做个理财计划 谢谢
|
r****m
发帖数: 1204 | 3 You want to talk to someone with fiduciary duty - act at your best interest.
Don't fall for "free advice", and NEVER let any "advisor" manage your money. |
h*******t
发帖数: 231 | 4 谢谢回复，主要是想找个人提供一些理财建议，然后如何少交税等等。。。
interest.
money.
【在 r****m 的大作中提到】
: You want to talk to someone with fiduciary duty - act at your best interest.
:
: Don't fall for "free advice", and NEVER let any "advisor" manage your money.
|
r****m
发帖数: 1204 | 5 A caution - don't fall into the "tax avoidance" trap.
An "advisor" will stress the benefits of saving taxes because that's what
you want to hear. However, they will not tell you the costs incurred in
order to "reduce tax", if you run the numbers, you will find out those costs
tend to far outweigh the tax savings, especially if you have a long
investment time horizon ... |
c**********0
发帖数: 624 | 6 the head quarter of certified financial planner is in DC |
