Education

The first step towards planning your retirement is education.  Without education, you are at the mercy of salesmen and others with conflicts of interest when they present you with financial planning advice.  In addition to my class, I recommend the resources below for gaining unique insight into Retirement Financial Planning

What is a Fiduciary?

A Fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons).  Typically, a fiduciary prudently takes care of money or other assets for another person.

Read this article to learn and understand the difference between a fiduciary and a broker and the corresponding suitability requirements.

Understanding Long Term Care Insurance

Long Term Care insurance is something you need to buy before you need it, and while you are still of sound mind and body.  Get the facts at this article.

To Learn More, Register for the Free Class...

My Retirement Financial Planning class is free, and will take you from a 50,000 foot level down to detailed case studies.