Many people approaching or in retirement feel they need help managing their nest egg so it lasts throughout their entire retirement. Here’s a great Q&A with financial columnist Linda Stern (AskLinda@aarp.org) from this month’s AARP Bulletin, explaining why it’s so important to rely on a CERTIFIED FINANCIAL PLANNER™ professional who is a fiduciary.
Question: “I’ve decided I need help managing my retirement money. Whom can I talk to? I don’t want to be taken advantage of.”
Answer: “Look for an adviser who is a fiduciary, meaning she is legally bound to put your needs ahead of her own. Also look for a certified financial planner. An adviser with that credential has passed a difficult knowledge test, has years of experience and has agreed to comply with ethical standards.”
To learn more about why you should choose a CERTIFIED FINANCIAL PLANNER™ Professional and understand what they can do for you, click here.