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      08-22-2012, 01:19 PM   #7
JasonCSU
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Quote:
Originally Posted by ///Mandy View Post
Honestly save your money on hiring a financial advisor.
My boyfriend helped me get my finances in line by creating an MS Excel spreadsheet. You start off with how much money is coming in (i.e. paycheck amount), then you break it down to all the debts that you pay towards. At the very bottom it will show whatever money is left over. This helped me significantly. I paid off my credit cards in no time.
There's some great financial planning software out there that can really be useful showing the detail of where your money actually goes. It can be quite surprising when you actually look at it.

OP, have you thought about contacting the banks and brokerage companies where your mother has her accounts at? Most likely, they should have some in-house financial/portfolio advisers that could look over her existing accounts and help advise her. Since she won't share the info with family, I think the only other option is to hire an accountant if she is willing to share all the financial information with that person.
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