AboutBruce Julien Expertise I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.
Experience I became a CPA in 1991 and began offering financial advice in 1992. I am a Registered Investment Advisor which means I sign off on putting clients' interests first in a fiduciary role.
Education/Credentials BA in Accounting, University of Maryland 1990
Question Sorry for the long question, so i shortened it
What recommendation for websites do you have that can help me understand money matters
that we have options of choosing and their pros and cons like living trust, money
markets, annuities, and other choices.
Answer Sorry to cut you off Sallie
From your beginning standpoint I'd see a FEE ONLY financial planner. You seem to be at the beginning and the web can be overwhelming with too much info overload.
If you insist on the web, try Fidelity or TRowePrice and play there for financial planning (not specific investment) ideas
