Advice Cheap
This scenario used to unfold in the offices of individual planners or big accounting firms. But now Wall Street has discovered that financial soothsaying is a great marketing tool and is dangling financial plans in front of customers the way banks used to display toasters. The bait: rock-bottom prices. But how well do these canned plans serve consumers? To find out, I subjected my family’s finances to the scrutiny of planning services from three firms....