Do you know how much money you need to take care of yourself in retirement?  Statistics show that most individuals try to plan for their own financial retirement and have no idea of how much money they really need.  I recently met a group of financial planners at World Financial Group who provide analysis and advice to clients without a fee.  The companies whom they represent pay them.  You might then think that they are being paid by companies for whom they “sell” securities, stocks, mutual funds to clients and that they skew their recommendations only to these companies.  True in part, however they represent top companies like Fidelity and others and the client always has the last say in how their money is invested.  Even more interesting is that an individual can have an account with WFG for a minimum investment of $50 per month.  Their goal is to make financial planning accessible to everyone, not just the rich.

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About Pamela Wilson

PAMELA D. WILSON, MS, BS/BA, NCG, CSA helps caregivers and aging adults solve caregiving problems and manage caregiving needs through online programs, live support groups, and an extensive caregiving library that includes articles, podcasts, videos, and webinars.

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