Money & Ethics: Do the Right Thing
When to tell your planner you’ll sleep on it
If you’ve ever sat down with your adviser and felt an overwhelming urge to immediately do what he says, that was no accident. The meeting may have seemed like an objective evaluation of your finances. But what you may not realize is that a lot of planners have another purpose: to quickly close the sale.
Investing for early retirement
Question: I’m 46 and have about $350,000 set aside in my workplace retirement savings plan in what I would call a moderately aggressive mix of stock and bonds funds.
