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Financial Planner™ practitioners and Certified Retirement Financial Advisors.™ Because financial information can be outdated very quickly by changes in tax laws, tax rates and estate planning rules, please consult your retirement advisor or use this site to locate a retirement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.
Receive contact from a retirement advisor who
assists retirees in your area.
Privacy Policy
This site was developed by Javelin Marketing.
|
