Here are 7 Crucial Questions to Ask a Financial Advisor Before Retirement. Learn about some of the best questions we recommend that investors ask before they retire. This is based on our experience of helping hundreds of families plan for retirement over the past twenty years.
Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.
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0:00 Introduction 2:02 Question 1: Am I On Track to Reach My Goals? 3:08 Question 2: When Should My Spouse and I Take Social Security? 4:00 Question 3: How Can I Gain Control of Taxes in Retirement? 5:03 Question 4: What Adjustment Should I Make to My Retirement Investment Portfolio? 4:55 Question 5: What Non Financial Goals Do I Want to Accomplish? 6:33 Question 6: Should I Take My Pension As a Lump Sum? 6:56 Question 7: What Issues Should I Consider When Reviewing My Tax Return in Retirement?
