4 non-investment questions to ask an adviser before retiring
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 from health care consulting firm Sage Growth Partners. But Medicare and other non-portfolio topics — like travel and long-term care — can affect your finances.
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