I was sitting at this table at a wedding in Montreal next to a woman who decided to be her own financial advisor three different times and retained outside financial planners another three times.

I'll spare you all the details of her background but suffice to say she had a number of different jobs was divorced, remarried, divorced again, children and now at age 52, was beginning to understand what is involved in investing.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access