Investing during retirement
My husband and I are retirees depending on RRB and SS benefits for income. We own our home ($200K). From my previous employment, I have a 401K ($37K), pension ($68K), and company stock ($17K). We are seeking advice on how to increase our monthly income while minimizing risk. We’ve considered consulting a financial adviser, but concerned about fees associated with doing so.
Terry Says
It’s not the fees that should worry you — but the hidden commissions and other hidden charges! So you’re wise to be skeptical. You need a FEE-ONLY FIDUCIARY financial advisor. A small fee is worth the cost of the advice. But a FIDUCIARY will always fully disclose the fee –and promises to put your interests first. And no hidden commissions or kickbacks.
To find a trusted FIDUCIARY FEE_ONLY advisor go to www.Wealthramp.com. There you will be matched with a carefully vetted advisor you can trust. I get nothing out of this recommendation. Wealthramp was started by my friend Pam Krueger, a true consumer advocate. It’s sort of Match.com for the best advisors — at no additional cost to you. I’ve met most of the advisors who have been chosen for her service in the Chicago area.
