I am noticing a growing trend in my mailbox — readers in search of financial planners or advisors. Or assistants. The problem is that when taking in the message’s context it’s pretty clear that not everyone means the same thing when they refer to a financial “planner-advisor-assistant-helper.”
One reader wanted to know where to find a “financial planner” who would just take her paycheck, pay all of her bills, invest for her retirement, give her an allowance, balance her checkbook and not charge her very much. (We’d all like one of those, right?)
Then, there are times when the context lets me know that a desperate reader looking for a “financial planner” really needs a reputable credit counseling organization that offers debt management….