Forum clients are fully invested in their financial future. So, they ask some thoughtful questions.
Even better, Forum advisors have some pretty good answers.
Q. What practical steps do you outline with investors over age 50 who are worried they haven’t saved enough for retirement?
John Vires, CFA®, CFP®
Q. I’m approaching age 62. Since I will soon be eligible to take Social Security benefits, should I go ahead and claim?
Mary Pat Wesche, CPA, PFS, CDFA®, CFP®
Q. I’ve been thinking lately that maybe we should start tracking our net worth. What do you suggest?
Karma Forrestal, CFP®
Q. I feel like some of my money should be invested in stocks with intelligence, not just diversified. Why shouldn’t we do that?
Nirav Batavia, CFA®
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