subject: South Burlington Wealth Management: Don't Delay In Planning Your Retirement [print this page] It is sometime hard to face the fact that we are growing older and that we need to make plans for when we retire. Many will attest that they don't have enough to retire on and will have to find another job to make a living. You might not know this but South Burlington Wealth Management team will work out an expert plan for you so you might not have to work after retirement.
It's not going to be enough if you take your lump sum and put it into a bank. You need the advise of an expert who knows exactly how to make your money work for you. So sitting down with a financial planner is the wisest thing you do once you retire.
Before you choose a retirement planner, you should ask him if he is qualified to make investments on your behalf and what type of experience does he have in the retirement field. Can you contact him with any further questions or is he going to pass on your portfolio to someone else. The important thing to remember is that you should not loose control of your money and that he is accountable for every penny.
Then comes the all important payment structure. Some advisers work on a commission basis only and some have a flat fee. Make sure you are aware of his payment requirements beforehand. Once you have settled on payment, things will then start taking shape.
A financial expert is going to work out how you can minimize your tax and how you can investment your retirement fund to maximize the interest payed out. Your health plan will also be looked at, for instance any medical bills that will have to be paid by you and getting your health insurance package streamlined to suit each individual.
South Burlington Wealth Management is your one stop to financial freedom when the time comes for you and your spouse to sit back and enjoy the rest of your life, without having to worry about your income.
