Quote Of The Week: When You Need Help Planning Your Retirement

If planning for retirement is making you crazy, get help!

“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!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

, , , , ,

No comments yet.

Leave a Reply