Prepper’s Notes: Filtering Financial Planners

A number of readers have asked about Financial Planners.  Do I know any good ones…and so on.

This morning, we look at the problem of finding a good one and we give you some ideas to kick around during your search.

Ultimately, though, the problem is that any kind of financial “planner” can only be as good as their vision of the future.  While that has worked in the past, like the old disclaimer says: “Past performance is no assurance of future....”

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