April 15, 2015

National Retirement Planning Week: 4 Questions for your adviser

It's National Retirement Planning Week!
Here are 4 questions to ask your adviser, courtesy of Forbes:
1. How do you provide value as a retirement advisor?
2. Do you provide comprehensive retirement planning?
3. Do you have advanced financial planning education?
4. How are you compensated?
Read the details at: http://www.forbes.com/sites/jamiehopkins/2015/04/14/4-questions-everyone-must-ask-their-retirement-advisor/

1 comment:

  1. Don't forget to talk with your advisor on how you can get protected from unexpected life events such as death or the need for long term care during retirement years. Talk with him about different types of insurance such as life and ltc insurance. Make sure that everything will align on your retirement needs.


Financial Planning for Women does not sell, rent, loan, lease or otherwise provide any personal information collected at our site to any third parties.