When you sit down Before you take your financial pro’s advice, consider what’s behind it. From Money Magazine’s George Mannes
NEW YORK (Money Magazine) — When you seek out the guidance of a financial professional, it’s for something big, something you feel you can’t handle yourself.
You’re leaving your job and want to know what to do with your 401(k) plan. You’ve saved a tidy sum and now fear that your investments are poised to go down the tubes. Or you’ve just had your first child and already you’re worried that you won’t have enough money to send her to Yale.