Summary: It may seem odd that financial professionals who help clients plan for retirement rarely do a good job planning for retirement themselves. Beyond the cliché that a shoemaker's children often go barefoot, it highlights the fact that most successful plan advisers have little experience building and running a business.
 But probably the most important decision is one plan advisers preach to prospects and clients every day — hire a professional to help. Not only do they have the necessary experience, they are not emotionally invested; emotional investment can lead to imprudent decisions or, even worse, inertia."Fred Barstein is the founder and CEO of The Retirement Advisor University and The Plan Sponsor University. |
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