“It’s smart to seek out (and pay for) professional help when you’re confronted with a financial situation you haven’t seen before and truly can’t handle yourself. And if any situation meets that criterion for most people, it’s retirement.
Retirement really is a huge life change. You’re in uncharted territory, and it’s OK to admit you need a little help. But please, make sure the planner you consult is a fiduciary! And for God’s sake, if you’re going to hire a planner, be sure to actually listen to him or her.”
Jill Schlesinger, Emmy-nominated business analyst for CBS News and author of the weekly syndicated column, Jill on Money, “5 actions you can take now to avoid a retirement freak-out later,” MarketWatch, February 26, 2019
And yes, our firm – Adam Financial Associates – is a fiduciary!