Retirement preparation
I am 61 years old and about two years from retirement . I need sound financial advice to take me and my investments into retirement. Where do I begin? You are probably the only person I trust to guide me. I want to be wise going into the future. Thank you for taking my question. ????
Terry Says
And I take that responsibility very seriously when people ask me where to turn for specific advice. I have no individual clients. But on my website, I do recommend a service called Wealthramp, started by my friend and co-podcaster Pam Krueger. She matches individual who fill out the questionnaire on her site with FEE-ONLY FIDUCIARY financial advisers, whom she has carefully vetted. Here is the link on my site to the description of her service. (It’s on the top right corner of hte home page at TerrySavage.com.
I get nothing out of this referral but the sense that you will be referred to a very competent planner who is not trying to sell you anything — and who will put your interests first.