Who do you recommend in the Chicago area to help me with what to do with my 401K etc as I enter retirement in about 4 years .
This is the time to find a fee-only financial planner — someone who will advise not only about investing your 40l(k) but about planning your entire retirement lifestyle. You can find one at the Financial Planners Association of Illinois (http://www.plannersearch.org/) Not all of them are “fee-only” though, so you’ll have to specify that in your search. Or you can go to www.feeonly.org — the website of NAPFA — the National Association of Personal Financial Advisors, which are all fee-only financial planners. OR, since you’re in Chicago, you can contact Sharon Egan, past president of the Illinois FPA. Her contact info is :
Sharon Egan, CFP, North Star Investment Management Corp., 20 N. Wacker Dr., Suite 1416, Chicago, IL 60606, Phone: 312-440-5028