The Top 9 Ways People Near Retirement Use Fiduciary Advisers

One of the biggest questions retirees or those approaching retirement worry about is whether their various sources of income from Social Security, pensions and 401(k) plans will be enough to let them live the way they want to when they retire.

A fully vetted fee-only fiduciary adviser has the objective “fresh eyes” to review your investment strategy, stress-test your income assumptions and projections and analyze current and future cash-flows to give you the “big picture” of what you may be able to do with what you have now, and what you may need to do to make sure you still have it later.