Getting Financial Advice in Retirement

Courtesy of Fidelity Investments, Posted 15 Sep 2014


Financial planning needs vary throughout your lifetime, and the kinds of service you will require during your retirement years may not be the same as those you needed when you bought a house 20 years ago. Fidelity Investments has crafted a checklist that you and your family can peruse to ensure that your financial advisor will be able to serve the needs that will matter most to you in your golden years.

Expectations and responsibilities checklist (PDF)