Fresh Coaching, Brushing Up on Basics Can Help Retirees Cover Their Bases

No matter how financially in shape you are now, it never hurts to tweak your swing. Now is a good time to take some tips to improve your average.

Even if you’re an experienced investor with a retirement plan in place, it makes sense to go over the fundamentals from time to time to make sure you’re still in good shape.

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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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Jeff Beyer, Investment Adviser Representative
CEO, Paladin Retirement Advisors

Jeff Beyer is the owner and CEO of Paladin Retirement Advisors ( His focus is on developing financial plans and retirement strategies that satisfy clients' life and investment needs. Jeff has passed the Series 6, 63 and 65 securities exams and is an Investment Adviser Representative. He also holds life, health and long-term care insurance licenses in Pennsylvania and New Jersey.