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Retirement Advice
Early 50's, 3 kids, wife (homemaker), 401k, various mutual funds, 529 plans, savings...nothing fancy. Every investment advisor I've spoken with over the years wanted to sell me life insurance and transfer all my investments into their commission-paying vehicles. No thanks.
Having just sold a house in addition to aforementioned savings, and with only about 12 years to retirement, I feel I should get some advice from someone I can trust. Preferrably someone not incentivised to sell me their product.
How do you go about finding such a person? Happy to pay a fee, but prefer not to get ripped off by someone who took a weekend class. Any ideas?
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Mike
“I wouldn’t want to live under the conditions a person could get used to”. -My paternal grandmother having immigrated to America shortly before WWll.
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