Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to provide for your lifestyle, it is best to consult with a professional to help you make prudent decisions. A financial advisor will help you create an asset allocation to help you achieve your goals, so you don’t have to worry during retirement. They can also provide strategies on how to distribute from your accounts in the most tax-efficient way to meet your goals.
Do you need a financial advisor in retirement?
Published on May 18, 2022