The Lead Comment
Full Disclosure: As long-time readers know, I am a Certified Financial Planner™ Professional.
For the purpose of this comment, I am not promoting one designation over another. But I do feel it is a very good idea to actually read the Morningstar.com article linked below. The other critical issue is to try to determine – before you make any change or financial commitment – what your goals are – and what sort of professional help you desire to reach them.
The “Million Dollar Illusion” article in The New York Times describes a sad but critically important situation for many. The person (or couple) who has nothing knows that they have nothing . . . and . . . hopefully . . . behave accordingly! The people who are fortunate enough to have a million dollars might, on the other hand, be less than perfectly accurate or honest with themselves about just exactly what lifestyle that million dollars (along with their other resources) will provide them in retirement.
As I have said before, consult a financial professional to best understand your situation!!
The How-To Articles
Learn Your ABC’s Before Hiring a Financial Adviser . . . . Morningstar.com
For Retirees, a Million-Dollar Illusion . . . . New York Times
The Finance - Economic - Political Articles
The Internship: Not the Movie . . . . . New York Times
How America Lost Its Way . . . . . Wall St Journal
How Not to Be Alone . . . . . New York Times
Bob Fletcher Dies at 101; Helped Japanese Americans . . . . . New York Times
Truly and uplifting story.
Boston Metro Financial Advisor
If you’re looking for a Boston Metro Financial Advisor – or if you’re happy to work virtually – visit me at my Coolidge Corner office. Or call or email me anytime with your questions!
Investments in securities do not offer a fixed rate of return. Principal, yield and / or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. The views are those of Bruce Mazo and should not be construed as investment advice. All information is believed to be from reliable sources; however, we do not make any representation as to its completeness or accuracy. Investors cannot directly invest in indices. Past performance does not guarantee future results.