What to do when your adviser retires — just as you are heading into retirement, too
February 22, 2018
Category: Estate Planning, Future Planning, Retirement
If you find yourself nearing retirement and suddenly having to find new service providers, ie., financial advisor, doctor, or dentist, there are a number of areas you should consider when choosing a new provider. Your needs may have changed from when you first started working with these service providers and it is worthwhile to consider these changes before starting out with someone new so you can ensure that the fit is appropriate. The article examines the areas you should consider and provides a few questions to ask yourself during the process.