5 Ways to Ponzi-Proof Your Retirement

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

(Image credit: Getty Images)

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

They assume the person they hired will be trustworthy, capable and always looking out for their best interests. So when they hear about “bad apples” who take clients to the cleaners, they get nervous. And rightly so.

Disclaimer

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.