Here are five reasons why it’s a good idea to review your retirement cash flow with a financial planner: Assess your current retirement plan: A financial planner can review your current retirement plan to ensure that it aligns with your financial goals and objectives....
When it’s a bull market and your funds are invested with Edward Jones or Merrill Lynch, the finance giants will reward you with smiles and satisfaction. But if the economy hits a low and you even hint at moving your funds, that charm disappears faster than toilet paper during a pandemic.