10.4.4 Professional advice for retirement planning
- 10.4.1 Case study: Building a retirement income
- 10.4.2 Calculate retirement income
- 10.4.3 Supplementing your retirement income
- 10.4.4 Professional advice for retirement planning
- 10.4.5 Types of investment advisors
- 10.4.6 How to find a financial professional
- 10.4.7 Questions to ask
- 10.4.8 Video: Choosing a retirement planner
- 10.4.9 Preparing for retirement
- 10.4.10 Summary of key messages
As you build your retirement savings, and especially as you get closer to retirement age, you may wish to get help from a financial professional. You may also want professional advice in managing your finances after retirement.
Depending on what type of financial professional you choose, your advisor can provide a wide range of services, including:
- reviewing and enhancing your cash flow through debt and lifestyle management
- planning and managing investments to build savings
- determining your retirement needs based on your projected lifestyle
- calculating what income you will have from a variety of sources
- managing your assets before and after retirement to make sure you have the income you need
- assisting with tax planning before and during retirement
- helping you manage risk (critical illness, long-term care)
- planning your estate.
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