| Recently my wife and I went to pay a visit to our | | | | found myself not trusting our financial advisor, because |
| Financial Planner. We scheduled the meeting to in order | | | | although the plan to combine our debts (- school loan, |
| to get a detailed picture of our financial situation. We | | | | parent's loan, and mortgage) it would be a poor choice |
| went into the meeting with our financial records and | | | | at this time. He wanted to take our equity and increase |
| excitement. After he asked a number of questions | | | | the amount of time we would be paying off debt. He |
| about our assests, our professions, salaries, plans, etc. | | | | told us - don't pay off your debts, you're gonna need |
| he found that we could combine our debts into a nice | | | | that money, instead get another loan to combine your |
| Mortage Equity Loan. Then he crunched the numbers | | | | debt into one payment.Basically this deal is good for |
| and spun off some facts and figures.At one point in | | | | the bank and not good for us, so we've decided not to |
| the conversation he actually said and I quote "we're | | | | take his advice at this time. This brings me to my |
| practically giving money after." This is where I started | | | | original question- Who can you trust with your money? |
| to get an uneasy feeling. Then he went on to | | | | How do you know which CPA are really working for |
| compliment my wife telling her that she looks like Nicole | | | | your best interest, versus working for their own best |
| Kidman. I was not too pleased because well she was | | | | interest, they are in business.Marshall runs the popular |
| still blushing, and he was eager to get us to start filling | | | | personal finance blog How to Make a Million Dollars |
| out the loan application. I told him that we will think | | | | which discusses how to create and maintain wealth. |
| about it and get back to him.After the 1 hour meeting, I | | | | |