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Free money advice

February 6, 2013 By Liz Weston

Offering AdviceYou have questions about money–everybody does. Now you have the opportunity to get answers from some of the best financial planners in the business.

Fee-only planners from NAPFA, the National Association of Personal Financial Advisors, will be answering your questions from 9:00 a.m. to 5:00 p.m. Eastern time on Thursday, February 7 and Tuesday, February 12, 2013.

The events, hosted by Kiplinger, will include four chat rooms focusing on:

  • Taxes and retirement
  • Saving for retirement
  • Income in retirement
  • Other financial challenges
You’ll also be able to post questions on Twitter using the hashtag #JumpStartRetire.
Read more at http://kiplinger.com/links/jumpstart13

 

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Filed Under: Liz's Blog Tagged With: financial advice, financial advisor, Kiplingers, NAPFA

Reader Interactions

Comments

  1. Renee says

    February 7, 2013 at 2:15 am

    How much can a mother with two adult children gift without a tax penalty? Who would incurr a tax and or penalty. Mom just moved into assisted living and need shed assets in order to qualify for a VA welfare pension.

    • lizweston says

      February 11, 2013 at 5:25 pm

      She needs to use some of those assets to hire an elder law attorney to make sure she doesn’t run afoul of government rules. Shedding assets the wrong way can delay government benefits for years. She can get referrals from the National Association of Elder Law Attorneys, http://www.naela.org

  2. Renee says

    February 7, 2013 at 2:17 am

    Where can I find a fee only planner?

    • lizweston says

      February 11, 2013 at 5:24 pm

      You can get referrals to fee-only planners who charge by the hour at http://www.garrettplanningnetwork.com.

      If you’re looking for fee-only planners who charge a retainer or a percentage of assets, you’ll find those at http://www.napfa.org.

      NAPFA has tools for consumers here:

      http://www.napfa.org/consumer/Resources.asp

      The Financial Planning Association has tips on choosing a financial planner here:

      http://www.fpanet.org/FindaPlanner/ChoosingaPlanner/

  3. Renee says

    February 12, 2013 at 1:53 am

    Thank You!

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