JULIE JASON'S YOUR MONEY: HOW TO SHOP FOR A FINANCIAL PLANNER

If you recall, we started the conversation with J.M., a San Jose, Calif., reader, by laying the regulatory groundwork.

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Jose: Jose is the English transliteration of the Hebrew and Aramaic name Yose, which is etymologically linked to Yosef or Joseph. The name was popular during the Mishnaic and Talmudic periods.
San Jose: San Jos, or San Jose, is the Spanish for Saint Joseph. It usually refers to one of two major cities. These are: