retirement advisor
how to select an advisor in retirement
Software:
Financial Advisor provides an extensive, yet easy to use collection of financial
tools and calculators aimed at both home and professional users.
Features include: Mortgage and Retirement Analysis, Personal Budgeting, Investment
& Savings calculations, Annuity calculations, Future & Residual Value
calculations, Planning for your children's education, Interest rate conversions,
Inflation rate calculations and more.
Mortgage Advisor allows you to calculate and analyze your mortgage. Learn how
to pay off your mortgage quicker and save money at the same time, view detailed
schedules and graphs of your mortgage over time, or perform "What if"
calculations.
Retirement Advisor allows you to analyze your financial situation with regards
to retirement. Many people don't realize how important planning for retirement
is until it's too late. Retirement Advisor provides an easy way to start planning
now. http://www.retirement-financial-advisor.com/retirement-financial-planning.htm.
Just specify your retirement needs and current savings plan. Retirement Advisor
will analyze your situation to see whether it meets your retirement needs and
advise you of any additional savings required.
With so many everyday expenses involved in running a household it is essential
to plan ahead by creating a monthly budget. Budget Advisor makes keeping track
of your budget quick and easy. You can use existing budget categories and items
or create your own. Budget Advisor allows you to see whether you're budgeting
effectively by providing detailed reports and a graphical breakdown of your
budget.
Financial Advisor also allows you to calculate the value of investments and
savings over time, perform "What If" calculations, calculate Future
Values, Annuities, the residual value of a loan or plan for your children's
education. You can also perform interest rate conversions, see the effect of
inflation on your money, or get tips on how to retire rich.
Professional Advisor
Nature of Work
Under administrative direction, reviews and approves benefit estimates prepared
by subordinates; prepares monthly retirement agenda and verifies accuracy; incumbent
prepares "walk-in" requests for benefit estimates for members. Serves
as lead worker in overseeing the work assignments of Retirement Advisors and
other staff. Responds to requests for information via written correspondence
and telephone. Performs related work as required.
Examples of Work http://www.retirement-financial-advisor.com/retirement-savings.htm
Reviews and approves calculated benefit and retirement profiles prepared by
advisors under immediate supervision.
Prepares and verifies monthly retirement agenda.
Calculates total contributions and annuity amounts for members who request retirement
profiles in person.
Plans, organizes, assigns, and checks work of retirement advisors under immediate
supervision.
Trains new employees in proper work methods and procedures.
Knowledge, Skills and Abilities
Knowledge of program policies, rules and regulations.
Knowledge of office methods, practices and procedures.
Knowledge of arithmetic, English, and spelling.
Ability to operate calculator and other office equipment.
Ability to establish and maintain effective working relationships with other
employees and the public.
Ability to communicate effectively both orally and in writing. http://www.retirement-financial-advisor.com/retirement-planner.htm
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