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Certified Financial Planner Board of Standards Inc.

07/08/2024 | Press release | Archived content

I’M 63 AND WANT TO RETIRE SOON. BUT I STILL HAVE A MORTGAGE, AND AM WONDERING WHAT MY $1M PORTFOLIO SHOULD REALLY LOOK LIKE. WHO CAN HELP

A reader, aged 63 and nearing retirement with $1 million, seeks guidance on structuring their investment portfolio while managing a mortgage and deciding when to start Social Security. To find someone to help them plan for retirement, Alisa Wolfson recommends looking for a professional with a designation that requires rigorous educational, experience and ethical requirements, such as CFP® certification. Consumers can find a CFP® professional at LetsMakeAPlan.org.

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