With all the alphabet soup after the names of financial professionals, it’s hard to know who will best fit your needs as a trusted advisor. What To Look For In A Financial Planner 1. citizen lost $1,819 in 2022 because of insufficient personal financial understanding. ![]() According to the National Financial Educators Council study, the average U.S. Now all you need to do is pick the right person to give you that advice.įinancial illiteracy cost Americans $436 billion in 2022. ![]() Whatever has you pondering the path you need to take, and if you’re considering professional advice to get you there, congratulations. Or, you’ve been retired for years and the market has you doubting your investment approach. Maybe it’s late in your career and you just got a promotion that puts you a step closer to retirement. ![]() It’s a decision that affects the rest of your life. You are about to turn 62 and are wondering if you should start Supplemental Security Income (SSI) early. It’s finally time to get help planning for your future.
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