Quote Of The Week: Where To Get Help Managing Your Retirement Money

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.


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!

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