In the Fourth Quarter of Financial Planning? Focus on Defense

You're closing in on your retirement goal. It's time to play defense. And even if your financial adviser did a great job on offense growing your money, it may be time to look for a new coach.

(Image credit: Todor Tsvetkov)

We’re in the thick of football season right now, and whether you’re a longtime fan or a casual observer, you’ve probably noticed it’s the players on the offensive side of the ball who always get the most attention.

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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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Walter E. Bak, Attorney, Investment Adviser Representative
Founder, Law Office of Walter E. Bak

Attorney Walter E. Bak is the founder of the Law Office of Walter E. Bak, which is dedicated to helping individuals, families and businesses protect and preserve their wealth through financial and estate planning.