Five Ways to Ponzi-Proof Your Retirement

Even seasoned investors can fall prey to a crook, or a financial professional who just isn't very good. So take these measures to protect yourself.

(Image credit: 2009 Getty Images)

Most investors worry about losing their money to the market — not to their financial professional.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Kirk Cassidy, Investment Adviser
President, Senior Planning Advisors

Kirk Cassidy is president of Senior Planning Advisors and Strategic Investment Advisors. Cassidy is an Investment Adviser Representative and a fiduciary with a Series 65 securities license and life insurance licenses. He is a national speaker who teaches retirement planning in a university setting.