Should You Change Financial Advisors Before Retirement?
When John D. Rockefeller built his fortune, he created the first family office to navigate the complexities of great wealth—a team of experts to manage all the details that came with it. Retirement, as Sam Benson and Linwood Fraher discuss, is much the same: the strategies that served you while you were accumulating savings might not be enough anymore.
If you’re approaching retirement, you’re facing a new set of challenges: shifting from saving to spending, handling taxes, choosing the right time to claim Social Security and Medicare, and planning for long-term care and a legacy for your…
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