Certified Financial Planner Board of Standards Inc.
10/06/2024 | Press release | Archived content
I’m 63 With No Kids and $40,000 in an IRA That I Add About $7,500 Per Year To. But I Still Rent. What’s My Next Move
A 63-year-old reader with $40,000 in an IRA asks whether they need a financial advisor. The author suggests that professional financial guidance can help create a successful spending plan as retirement approaches and recommends considering a CFP® professional for their expertise and fiduciary duty.
MarketWatchAlisa Wolfson October 6, 2024