Portfolio Management in Retirement Company retirement plans continue to shift away from pensions, and towards vehicles such as the 401(k). This shift is essentially transferring the responsibility of creating an income stream in retirement from the company, to the individual retiree.
Financial Planner Chosen √ Once you have done your due diligence and partnered with a financial planner, the next step is going to be consolidating all of your assets. So what exactly does this mean and what does it entail?
A key component in planning for retirement is partnering with the right financial planner to help you reach your goals. With thousands of professionals working under the title “Financial Planner,” it can be difficult to know how to choose the right planner for you.