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September 19, 2022

Non-investment questions to ask an adviser before retiring

  • Here are some questions to ask at your next meeting.
    • By KATE ASHFORD
    NerdWallet

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    Using a financial adviser for your investment needs is 100% on brand, but what about all the other parts of your retirement life? Medicare — and other non-portfolio topics — can have a big impact on your finances.

    Using a financial adviser for your investment needs is 100% on brand, but what about the other parts of your retirement life? For example, a third of people ages 64 and up have a financial adviser, but only 2% of them asked their adviser to help with their Medicare choices, according to a July 2022 report f rom health care consulting firm Sage Growth Partners.


     
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