Tag: independent financial advisor

The One Mistake Jack Made that Ruined his Retirement

They say we learn from our mistakes, but when it comes to retirement, the lesson may come too late to be of any value! With that in mind, here’s an opportunity to learn from someone else’s – a cautionary tale about the importance of a second opinion and switching financial advisors. An investor, who I’ll call “Jack,” was a mid-level manager at a large Fortune 500 company. He liked his company but admitted that it didn’t offer much advice on […]   Read More
Date: November 29, 2021