Help Your Retirement Planner Improve Your Performance

News from the web:

Retirement planning requires the practitioner to be proficient in many fields such as the following:

  • forecasting the future cost of living (including healthcare)
  • life insurance
  • estate planning
  • tax implications
  • equity and income investing strategy
  • diversification and asset allocation

I could go on for a couple more paragraphs but you get the point. As there are so many moving parts that need to be oiled for a smooth running retirement plan, hiring a competent planner makes sense. However, be aware of your advisor’s limitations and be ready to pitch in and help meet your target sooner. What do I mean when I say help your advisor? Let me explain…

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