retirement consultants
How to find, analyze and select retirement consultants, retirement advisory services and retirement planners
More Choices in Financial Asset Management
After the dot-com bust, the 10 largest securities firms paid a $1.4 billion fine to the SEC for inappropriately recommending stocks to investors. But the public still had faith and the big firms seemed to be little harmed as to their reputation. In 2008, we have some of those same big financial asset management firms going under or being merged: Bear [...]
Retirement Plan Services
Typically, when you see the phrase ”retirement plan services,”, these are services developed for companies in helping their employees save for retirement. These services may include several as follows. Retirement Plan Design Management of many companies don’t know if it’s better to have a 401k, a profit sharing, a defined contributions plan and how to design the plan. Management may [...]
Categories: retirement consultants, retirement plans Tags: retirement plan providers, retirement plan services
The Right Retirement Planning Consultant-Financial Advisor or Therapist?
Know what you need when you seek a retirement planning consultant. Make a list of questions you want answered. Some retirement planning consultants have a psychology and therapy background and deal with the issues of transition of working to not working. They address such retirement planning issues as: Leaving the friendships and social interaction of work How to use [...]
Categories: retirement consultants, retirement planning Tags: retirement planning consultant
Retirement Investment Advisors-what can they do for you
Typically, a professional that calls themselves a retirement financial advisor helps you prepare for retirement and may not be much value to you if you are already retired (yes, there are big difference in managing assets and providing advice for someone still working as opposed to an investor now living off their assets). Their clientele will typically be age 45 [...]
Categories: retirement consultants Tags: advisors, retirement investment advisors
Retirement Planning Consultants for Seniors – What You Should Know
If you’re retired, you want a retirement planning consultant who is skilled and knowledgeable in the financial issues of retirees. Many retirement planning consultants won’t do because most financial advisors are trained to help investors accumulate assets. But if you are retired, then your interest is motivated to preserve and distribute financial assets. Here are five things that can go wrong if [...]
Categories: retirement consultants Tags: certified retirement planner, retirement planning consultants
How to Evaluate Retirement Advisory Services
There are many providers of retirement advisory help for retirees. You first need to know what help you desire. For example, if you are a “do-it-yourselfer”, you may want to meet with a certified retirement planner once annually to review your financial circumstances just to get a professional’s input. On the other hand, if you can’t stand thinking about your [...]
Categories: retirement advisory services Tags: certified retirement planner, trust planning
