"While their fees can be expensive, a trusted financial advisor can help you overcome market volatility and provide a safety net for your spouse."
"Finances change as you move into retirement. There is a shift from growing wealth to managing withdrawals, and added complexity from new tax guidelines and Social Security."
"Advisors can help you with this shift, even if you have experience managing investments up to this point."
"One key benefit this poster pointed out was the added relationship that the advisor brings. If they were to pass away or become incapacitated, their spouse would have someone to turn to for managing investments and making financial decisions."
#financial-advisors #retirement-planning #investment-strategies #market-volatility #wealth-management
Collection
[
|
...
]