In the News
‘Every Month I Express My Concerns to My Adviser, But He Says Not to Worry.’ My 401(k) Has Lost Over 20% and I Can’t Afford to Lose That Kind of Money. Is It Time to Find a New Adviser?
Instead of hoping for a market bounce-back, CFP Board Ambassador Daniel Forbes, CFP® says a client and advisor should revisit the risk analysis and retirement income forecast to make sure the financial plan is on track.
MarketWatchAlisa Wolfson
June 13, 2022