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Retirement Advisors in the News

 
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Kiplinger Retirement Report September 2004 (html)
 

Cherry Hill New Jersey, South Jersey Lifestyle:
"There’s some good news for retirees seeking to stretch those precious retirement dollars. Certified Retirement Financial Advisors™ (CRFA™)are specially trained in the financial issues that impact you, the retiree."

St. Louis, St. Louis Watchman:
"These are some of the issues a CRFA™ can advise on:

  • How to reduce or eliminate tax on your social security income
  • How to harvest your assets to make them last the longest
  • The scientific way to divide your investments to make sure your money outlasts you
  • Long-term care or Medicaid? How these work for financing
    health care in later years"

Rochester NY, Rochester Post:
"Issues a CRFA™ can advise on:

  • Managing your IRA—why leaving your IRA to your children could turn out to be the opposite of what you hope to accomplish.
  • Reverse mortgages—how do they work and can they give you extra income for a comfortable lifestyle?
  • How to protect your assets from liability, taxes and catastrophe.
  • Why estate planning is critical to everyone no matter your level of assets —don’t create needless heartache for heirs."

Jacksonville FL, Grapevine News:
"CRFAs™ are experienced financial advisors who take the additional 4-day training in specific retiree financial issues. Then, they must pass a four hour closed-book exam and complete 15 hours of continuing education annually in financial issues specific to retirees to maintain their competence."

Williamsport PA, Sun Gazette:
"
A survey of over 10,000 retirees ranked these three issues of top importance in selecting a financial advisor:
1) Years of experience the advisor has,
2) Whether the advisor is a specialist in retirement issues and
3) Whether the advisor has credentials from specialized training.
To find someone with all three, visit www.retirement-financial-advisor.com."

 

Endorsments
Georgia State University - Center for Mature Consumer Studies (pdf - 365Kb)
 
 
 

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