Friday, October 11, 2013

Found a CFP -- Lost a CFP

Planning for our retirement is hard.  Finding a Financial Adviser (Certified Financial Planner; CFP) that you like and can trust is a difficult task.  Once you have chosen your CFP and turned over your dreams to her, what do you do if they leave abruptly.  Do you stay with their investment firm or do you move to another?  Do you skip it all together and try to ride out your current plan until any future life changes occur?  Do you take your finances back into your own hands (gulp!) and manage your plan yourself?

Tough questions.  I hope for this blog to grow into a discussion on how to retire the right way.

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