Who can I talk to in-person about money management?
How do I find someone to talk to in person about learning to manage my money better? I’ve seen a few investment offices around where I live, but I don’t know if I can call those people about basic money-management techniques. I’d like to talk to someone in-person instead of on-line or over the phone.
That’s a great question. There are a number of different types of people.
Accountants are great, especially for business related issues. Keep in mind that their fees are fairly high, so your chat will be expensive. Investment advisers are also good, but they’re going to want you to open an account.
Do you have any friends who are good with money? That’s obviously the best resource because it’s free and comfortable. A word of caution: don’t take every piece of investment advice your friends tell you, use your own judgment and always get a second opinion.
Some other good options are:
1) Continuing ed classes run by your town or county, often there are basic money management classes that will have teachers you can talk to.
2) Know any teachers or professors in business disciplines? Always a good option.
3) If your questions are tax related, you may find help at HR Block.
Good luck!
That’s a great question. There are a number of different types of people.
Accountants are great, especially for business related issues. Keep in mind that their fees are fairly high, so your chat will be expensive. Investment advisers are also good, but they’re going to want you to open an account.
Do you have any friends who are good with money? That’s obviously the best resource because it’s free and comfortable. A word of caution: don’t take every piece of investment advice your friends tell you, use your own judgment and always get a second opinion.
Some other good options are:
1) Continuing ed classes run by your town or county, often there are basic money management classes that will have teachers you can talk to.
2) Know any teachers or professors in business disciplines? Always a good option.
3) If your questions are tax related, you may find help at HR Block.
Good luck!
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