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Should You Use a Low-Cost Financial Adviser as a Financial Planner?

By James M. Dahle, MD, FACEP | on February 23, 2017 | 0 Comment
End of the Rainbow
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ILLUSTRATION: Chris Whissen & shutterstock.com

In summary, a competent, low-cost adviser can provide substantial value, but whether that value is more than the price depends both on the price and on how ready and willing you are to function as your own financial planner and investment manager.

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Explore This Issue
ACEP Now: Vol 36 – No 02 – February 2017

Pages: 1 2 3 | Single Page

Topics: careerEmergency PhysicianFinancial AdviserFinancial PlannerMoneyPersonal FinanceRetirementSavings

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About the Author

James M. Dahle, MD, FACEP

James M. Dahle, MD, FACEP, is the author of The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing and blogs at http://whitecoatinvestor.com. He is not a licensed financial adviser, accountant, or attorney and recommends you consult with your own advisers prior to acting on any information you read here.

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