What to Look For in a Retirement Plan
April 1, 2017
Jim and Chris received a couple of emails that really boiled down to what to look for in a retirement plan. They then discuss a few questions to consider when you’re thinking about retirement planning. What is your planner’s approach to your planning problem? Does the planner’s approach match your beliefs and needs? Does your planner work with a Cash Flow or a Goals Based plan and why? What is your planner’s philosophy on retirement planning? Plus… a couple other questions to help determine if a planning process is right for you.
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