Financial advisors offer more than returns; they provide guidance through the transition from saving to spending in retirement, ensuring assets are properly managed.
The shift from wealth accumulation to wealth distribution is complex; advisors help navigate these changes, addressing factors like taxes and Social Security requirements.
Having a financial advisor builds a safety net for families. In the event of death or incapacity, the spouse gains a trusted ally for financial decisions.
Though fees can be high, the expertise and peace of mind financial advisors bring during retirement can outweigh the costs and facilitate smoother transitions.
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