Ask Terry Questions Age 60 married couple need steps for finding a retirement planning firm

Age 60 married couple need steps for finding a retirement planning firm

By Terry Savage on June 17, 2024 | Financial Planning / Retirement

We are a married couple age 60. We are looking for a financial planner to walk us through the next 10 years to maximize our retirement income. We put 4 children through college so now we are able to maximize our savings. How do we start? We have a $675000 401K, a $150,000 annuity, $120,000 as a six month backup and two small pensions in addition to what our social security will add. Thank you!

Terry Says

You need a fee-only, FIDUCIARY planner, who has been carefully vetted. So I have just the solution for you.

Start here:  Pam Krueger Wealthramp – Terry Savage

You will be carefully matched by Pam Krueger.  Please write back and let me know about your experience.

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