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Get Your Personal Finance Questions Answered

This article was written by in Financial Advice and Advisers. 4 comments.


On Friday, August 17 and Thursday, August 30, the National Association of Personal Financial Advisors and Kiplinger’s Personal Finance are presenting free one-on-one discussions with professional advisors.

To get your questions answered, either call 888-919-2345 on one of those two dates between the hours of 9:00 am and 6:00 pm or email your questions in advance to jumpstart@kiplinger.com.

Their press release was sent to me with my permission, and the event is worthy of mentioning. Free solicited advice from unbiased (or reduced-bias) professionals can’t hurt. NAPFA promoted fee-only financial advisors, a method of compensation that reduces conflicts of interest.

If you do take advantage of this service, email Consumerism Commentary’s tips mailbox with your question and the advice your one-on-one advisor offered, if it’s not too personal. We’d like to see some examples.

Jump-Start Your Retirement Plan Days [Kiplinger's Personal Finance]

Published or updated August 3, 2007. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @ConsumerismComm on Twitter and visit our Facebook page for more updates.

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About the author

Luke Landes, also known as Flexo, is the founder of Consumerism Commentary. He has been blogging and writing for the internet since 1995 and has been building online communities since 1991. Find out more about him and follow Luke Landes on Twitter. View all articles by .

{ 2 comments… read them below or add one }

avatar Eric

That’s pretty cool. I’ve got a few questions I’m going to send in. How cool would it be if other professions did the same. Like one with a CPA, another with a tax attorney, another with a broker et al?

ASW: Finance

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avatar John

I took advantage of this service and called. But I was not very impressed with the advice I received. For my Roth IRA, the Advisor recommended Vangaurd Index Fund. Fair enough, but I asked since my risk profile is very high can I use my Roth IRA to trade Options and what are the tax implications? The advisor was not sure if Roth can be used for Options trading!! This makes me wonder how many “paying” folks get good advice or are they all served the same “one size fits all” advice.

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