Ask Terry Questions Do we need a financial advisor

Do we need a financial advisor

By Terry Savage on August 20, 2024 | Financial Planning / Retirement

I will be retiring within the year. I have approximately $1,100,000.00 in a 401(K). My wife has another $75,000.00. We have no mortgage. SS will be approximately $3,150.00 for myself. Wife plans another year of work before retirement.
I’ve never sought out a financial advisor or advice other than what’s readily available. Do you recommend a Financial advisor or could I roll into a self-managed IRA?

Terry Says

There’s a lot more to financial planning than just investment advice!
Read my latest column for your answer: https://www.terrysavage.com/finding-trusted-financial-advice/

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