7 Piercing Questions Successful Retirement Investors Aren't Afraid to Ask
Achieving a financially
comfortable retirement requires more than simply socking money away. Here are
the seven top questions (not in any particular order) that every investor must
constantly ponder if they plan to ensure a surprise-free retirement:
- What kind of lifestyle do you intend to have in retirement, as compared to today?
- Do you have a plan that was specifically crafted for you by someone you trust and can hold accountable or do you talk with a new stranger each time you inquire about your money?
- Do you know your advisor’s specific biases? Everyone has them!
- Is luck playing any role in your retirement strategy?
- Does your advisor(s) have real-life clients who are enjoying the kind of results you expect to have when the rubber finally meets the road for you?
- Is your plan making money for you – or from you?
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