Is a Financial Planner Needed For Retirement?

The short answer to that question is: Of course youon after we retire is to begin planning for our
do! Why is it that we don't hesitate to go to aretirement long before the time comes. Finding a
doctor when we're sick, or a lawyer when we haveplace to invest your money is no problem if you are
a legal problem, but we really dig our heals in whenonly looking for the numbers of plans out there. The
told we need to seek the services of a financialfact you have so many different options is exactly
planner? In today's society we don't hesitate to laywhy you need a financial planner.
the details of our lives out there for anyone to see,A qualified professional can explain all of the different
but we get all precious when it comes to anyonetypes of funds in great detail, and help you find your
knowing about our financial dealings. Maybe it'sway through all the different complicated programs.
because money seems like something so basic thatMany of the plans are very different from each
we should certainly be able to take care of it byother in the way they operate. Many of them also
ourselves. My answer to that is: Unless you performhave extremely different tax consequences. Your
your own surgery, defend yourself in a courtroomfinancial planner will not only explain all the
and wouldn't hesitate to go up against the IRSdifferences, both large and small, as well as helping
without assistance, you should probably have ayou decide which plan will best fit into your own
financial planner.personal goals for your financial retirement.
One of the reasons people seem to be afraid ofNo matter where you invest your money there is
financial planners could be the misconception they willgoing to be some degree of risk. You can't avoid risk
be giving up control of their money to thealtogether. As a general rule in investing the greater
professional. I'm here to reassure you nothing couldthe chance of reward the greater the risk will be
be further from the truth. A financial planner doesinvolved. A good financial planner will help you balance
not make the decisions about what you are going tothe risk/reward factor. This service alone will probably
do with your money. All they do is take you by thesave you more money than what you will be paying
hand and show you the possible pitfalls of investinghim for his services. On top of which, your financial
so you can avoid them.planner can not only help you with your retirement
Years ago our grandparents put any extra moneyplanning, he can also give you assistance with your
they had into the bank, and there it sat until theyestate planning, insurance needs to protect your
needed it, or until they retired and died. A savingsfamily, and tax issues.
account was all they felt they needed and for theThe bottom line is, while it's your money and you
most part they were right. Unfortunately, investing inhave every right to make your own decisions about
today's economy is much more involved than it waswhat to do with it, your first decision should be to
in their day. Today the tax codes are so complicatedseek the advice of someone who is trained in all the
it's even hard to get straight answers directly fromins and outs of the financial world. He can not only
the IRS office.help you protect your hard earned dollars, he will be
Today we can expect to live much longer lives thanable to help you find ways to get those dollars to go
our grandparents were expected to, and it takes ato work for you and make even more dollars. That
great deal more money to live that longer life. Thesounds like a pretty good deal to me.
only way to be certain we have the money to live