Retirement Information and Retirement Advisors
Through this site,
we provide valuable free financial planning information and resources
to seniors and retirees. All our information is developed and vetted
by seasoned financial advisors and retirement advisors including CPAs, Certified
Financial Planner™ practitioners and Certified Retirement Financial
Advisors.™ Because financial information can be outdated very quickly
by changes in tax laws, tax rates and estate planning rules, please consult
your retirement advisor or use this site to locate a retirement advisor in
your local area.
Note that retirement
advice is complex because it straddles many financial areas:
- tax reduction
- asset preservation
- estate planning
- investing
- insurance
- health care
Sometimes, but
not often, a CPA or attorney may be sufficiently well rounded to advise in
all of the above areas. But typically, their knowledge is more focused and
concentrated on tax issues or estate planning. A true retirement advisor
will have a broad knowledge of all of these areas and then use your specialists
or call in a specialist when needed.
The way to tell
if your selected retirement advisor is sufficiently well-rounded is to simply
ask what they know about the list above. Ask them specific questions in topic
that apply to your situation and determine if you get a seasoned answer.
Get your complementary
copy of well written booklets on several retirement financial issues.
|
