I’m 70 and retired with a $40K annual income and $200K in CDs. But will it last? Who can help me figure this out?
I’m 70 and have been retired for seven years. I have $200,000 in certificates of deposit, and get a $40,000 annual retirement income from two retirement accounts, Social Security and a pension. My ...
‘I’ve spent my life living well below my means.’ I’m 58, worth $3.5M and want to retire in 2 years. Who can help?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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IFA Magazine22h
The paraplanner’s path to Chartered: What’s required and is it worth it?
Developing your all-important financial planning knowledge and skills is the cornerstone of a dedicated professional adviser ...