“The future’s so bright I have to wear shades!” is a pop song quote from the 1980s. Well, a lot  has changed since the 80s and many are not quite as enthused about their financial future as they may have been only 6 months ago.
Financial security is a vital concern to older adults, both to ensure a comfortable and secure retirement and in many cases to protect wealth for the next generation. You may be asking yourself questions like: “Should I still be in the stock market?” “Should I still be conservative in my investments?” “How do I decide where to invest?” and “How can I evaluate the effectiveness of my financial advisor?” These questions are on the minds of many Americans, and these ailing times require answers.
Learn as much as you can about today’s market and your investments. Being an informed investor will a llow you to choose a qualified investment advisor. Here are some guidelines.
1. Pick someone who does not have a conflict of interest. Your planner should have only one person’s interest in mind — yours.
2. Choose someone who is locally established, has a loyal clientele and who has well-rounded investment experience.
3. Choose someone who encourages questions and can clearly communicate the information that you need.
4. Be sure you understand where your money is and how it is growing.
To learn more about investing and choosing a trusted and effective advisor, register for the Successful Aging Conference. Choose the Financial Futures workshop. Investing does not have to be a scary prospect and it can make your future much brighter! |
