Many financial advisors are not doing much to help their clients prepare for retirement other than managing their investments. In this episode, the three friends discuss the many other ways a truly independent, fiduciary financial planner can holistically come up with a comprehensive plan to help retirees answer their many questions, from deciding when to start Social Security and choosing Medicare coverage to figuring out where and how they may want to live and determining an appropriate estate planning strategy.
The Age Wave research and consulting firm and the Edward Jones financial services firm just published a survey of Americans’ views and actions regarding cannonballs and curveballs in retirement. In today’s episode we talk with Lena Haas of Edward Jones about the findings.
-
Some retirees run into trouble receiving their promised pensions. Others aren't sure if they're eligible to receive pensions. Here's where to go to get help to ensure you get any pension you're due and to see whether there may be a pension waiting for you.
-
