Expert Column
Suzanne Wolfson, MBA, CFP 
Financial Planner for Retirement
Suzanne Wolfson, CFP® is the founder of For Retired Only™, a fee-based financial planning...read more
Articles In This Column
- Financial Planning: What Those Professional Designations, Credentials & Titles Really Mean
- Who Can You Trust for Financial Advice?
- Advice for Seniors: Managing the Financial Market Turmoil & Economic Crisis
- Seniors: When is it Time to "Let Go" of Control?
- The Real Cost of Reverse Mortgages
- Fund Unexpected Elder Care Costs with Your Personal Resources
- Paying for Senior Care with the Inheritance
- Lessons I Learned after My Father’s Death
- Thinking of Selling Your House? Read this First!
- How Much Can You Save with Advance Planning?
- How to Pay for Long-term Care without Breaking the Bank
- What’s in Your Parent’s Wallet? (And What That Means for You)
- Financial Planning for the Elderly: Assisting Clients & Their Caregivers
- Financial Planning for the Elderly: a Personal Perspective
Financial Planning for Retirement
Financial Planning: What Those Professional Designations, Credentials & Titles Really Mean
Recently I wrote an article about how to choose someone you can really trust for financial planning and advice, and in it, I explained what it meant for a financial professional to have fiduciary responsibility to his or her clients. I will continue exploring this topic by discussing how you can evaluate the expertise that is implied by a particular title or professional designation. Financial planning professionals use a variety of financial licenses and designations to market their services...Read entire article »
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Who Can You Trust for Financial Advice?
Do you know the difference between financial advisors, consultants, counselors and planners when it comes to looking for financial advice? Most people don’t. Understanding whom you can trust for financial guidance and recommendations for your personal financial goals is a complex but important task. It is no wonder most people are confused about “who’s who” and “who does what”—the financial industry has many arms and figuring them out can be difficult. Are the solutions presented by your advisor or...Read entire article »
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Advice for Seniors: Managing the Financial Market Turmoil & Economic Crisis
I have recently been reminded of the wisdom that only comes with time. My senior clients have once again shown incredible resiliency in handling the severe crash of the financial markets as well as the significant recession now on our doorstep. Their years of experience bring invaluable perception that helps them face losses of gains and their fears of dealing with an uncertain future. It always amazes me when I get calls from clients who say, “I merely want...Read entire article »
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Seniors: When is it Time to "Let Go" of Control?
There comes a point for many aging seniors when they must defer control to a person they trust to make their decisions for them. While it may seem a long ways away, the ideal time to designate that person is while you’re still competent and able. What’s more, it is crucial to specify, via documentation, the person (or people) you choose to make decisions for you regarding legal matters, financial matters and more. For health-related decisions, an advanced health...Read entire article »
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The Real Cost of Reverse Mortgages
Chances are, you’ve heard of reverse mortgages. But do you really know how they work? There are many professionals on both sides of the fence. One side will try to sell you on the upsides of reverse mortgages, and the other will warn you of the downsides. Let me tell you this, objectively: reverse mortgages can be a good solution for a certain type of consumer, but they are complicated. Understand how they work before you decide on this...Read entire article »
