Ask Terry Questions Retirement Planning

Retirement Planning

By Terry Savage on January 22, 2024 | Financial Planning / Retirement

My wife is 61, I’m soon to be 60. Our only child is a college Freshman. A few years ago we asked our Financial Adviser if we should start planning for retirement. He asked if we were about to retire. When we responded not yet he said to approach him when we were ready.

Is his response something you agree with? We thought retirement should be preceded by planning(?). Your thoughts, please!

Terry Says

That is the most IDIOTIC thing I’ve ever heard!
Read this and choose a new FEE-ONLY, FIDUCIARY financial planner. When you move your account tell him of my description!!

Recent Financial Planning / Retirement Questions



a personal
finance question