1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
President and Founder,
Elevated Retirement Group
Sean P. Lee, MSFS, is the president and founder of Elevated Retirement Group in Murray, Utah. He is an Investment Adviser Representative, held to the fiduciary standard when making investment recommendations, and a licensed life and health insurance professional. Lee holds a master's degree in financial services from the Institute of Business and Finance and a bachelor's degree in finance from Westminster College. He has been featured on television and in several print publications.
Solving the retirement puzzle can require using investments for liquidity and growth, insurance products for income and principal protection and possibly alternative investments for diversification. That requires a plan.
See More From: Building Wealth
When it comes to your financial future, you can’t afford to settle. So get nosy. Question No. 1: Are you a fiduciary?
If the market’s record-setting run has you a bit nervous, it’s time to get real about risk.
How you tap into your retirement accounts could mean a world of difference. Sometimes going against popular thinking pays off.