Examining a concern for retirees getting help with their investments and financial planning
A question for retirees getting help with their investments and financial planning: How old is your adviser?
This is bad news because this reader likes her adviser and feels they understand each other, particularly on the matter of risk. Should this client wait it out to see who her bank assigns her account to, or go with a nice young adviser her partner has found at his bank? Retirees need to be especially vigilant about retiring advisers. Advisory relationships with retirees are deeper. Advisers are essentially managing a lifetime’s savings and turning them into sustainable income. They should be advising not just on investments, but on tax, estate planning, insurance and more. Also, aging clients may rely more on advisers as their cognitive skills diminish.
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