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The Top 9 Ways People Near Retirement Use Fiduciary Advisers

Money Talks News Logo By Pam Krueger of Money Talks News | Slide 1 of 10: Editor's Note: This story comes from Wealthramp. Financial uncertainty is one of the biggest sources of stress among Americans in or approaching retirement. Not knowing what your expenses will be, especially if you or your spouse needs long-term care. Uncertainty over whether your combined income sources will allow you to live the way you want to or whether you’re investing your retirement savings in ways that enable it to last for potentially 25 years or more. Uncertainty over how to minimize the impact of capital gains taxes and investment expenses. And concerns over how to discuss your wealth distribution intentions to your family without causing conflicts. Fortunately, professional help is available. A qualified, fully vetted fee-only fiduciary adviser can help you address all of these issues and more. What can they do for you, and what will you get for the fee you pay, year in and year out? The best way to get your money’s worth out of a fully vetted fee-only fiduciary adviser is to learn how other people are using theirs. Here are examples. It’s not the usual blah, blah, blah. Click here to sign up for our free newsletter. Sponsored: Find the right financial adviser Finding a financial adviser you can trust doesn’t have to be hard. A great place to start is with SmartAsset’s free financial adviser matching tool, which connects you with up to three qualified financial advisers in five minutes. Each adviser is vetted by SmartAsset and is legally required to act in your best interests. If you’re ready to be matched with local advisers who will help you reach your financial goals, get started now.

The Top 9 Ways People Near Retirement Use Fiduciary Advisers

Editor's Note: This story comes from Wealthramp.

Financial uncertainty is one of the biggest sources of stress among Americans in or approaching retirement.

Not knowing what your expenses will be, especially if you or your spouse needs long-term care.

Uncertainty over whether your combined income sources will allow you to live the way you want to or whether you’re investing your retirement savings in ways that enable it to last for potentially 25 years or more. Uncertainty over how to minimize the impact of capital gains taxes and investment expenses.

And concerns over how to discuss your wealth distribution intentions to your family without causing conflicts.

Fortunately, professional help is available. A qualified, fully vetted fee-only fiduciary adviser can help you address all of these issues and more.

What can they do for you, and what will you get for the fee you pay, year in and year out? The best way to get your money’s worth out of a fully vetted fee-only fiduciary adviser is to learn how other people are using theirs. Here are examples.

It’s not the usual blah, blah, blah. Click here to sign up for our free newsletter.

Sponsored: Find the right financial adviser

Finding a financial adviser you can trust doesn’t have to be hard. A great place to start is with SmartAsset’s free financial adviser matching tool, which connects you with up to three qualified financial advisers in five minutes. Each adviser is vetted by SmartAsset and is legally required to act in your best interests.

If you’re ready to be matched with local advisers who will help you reach your financial goals, get started now.

© Potstock / Shutterstock.com

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