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President and Founder,
Philip Gordley is an investment Adviser Representative, Insurance Professional, the president and founder of Core Financial and has more than 35 years of experience in the financial services industry. He has passed the Series 65 exam and holds his life insurance license in New Mexico. He has a bachelor's degree from Quincy College. He has been married for 26 years to his wife, Zora, and they have two teenage daughters.
A little proactive planning now to help minimize your RMDs in the future can save you thousands of dollars in retirement.
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At least three-quarters of the people who come to see me are paying more in fees than they realize. Over the years it could add up to tens of thousands. But there are some things you can do about it.
Are you taking an appropriate amount of risk? Do you have a written retirement plan? Do you have tax strategies in place? Another set of eyes can help as you roll toward retirement.
Especially when you're approaching or in retirement, you want to be sure you're working with the right professionals; asking them these five questions should help.