Retirement/Investments
Full disclosure- completely retired since 2013. Great pension from TRS. Wife also retired from State Farm. She has. 401K. I do not. Besides my pension I also have a small pension from teaching at Eureka College. We have approximately $ 40K in the 401 K. We pay off credit card debt each month. Have never used a financial planner (should have started 20+ years ago). We are both 74. Start?
Terry Says
Absolutely. This is the perfect time to get unbiased, fee-only FIDUCIARY advice. Use this link to be matched with one or more planners you can trust. And please write back and let me know about your experience.