Investment Fraud Warning for Federal Employees!
Recent SEC warnings about fraudsters targeting federal employees may leave you feeling apprehensive about working with financial advisors. These are some tips on how to spot scam artists.
Financial Advisor
How to Determine if a Financial Adviser is Right For You
How can you go about selecting a financial advisor to help you plan for retirement? These are some questions to ask and red flags to watch for.
Federal Retirement Lone Rangers: Do They Need a Fiduciary Tonto?
The author notes that despite his handle, the original Lone Ranger didn’t actually ride alone. He had the assistance of Tonto, his trusted companion. Federal employees considering planning their retirements alone can learn from this analogy: they can often fare better with the assistance of a trusted guide to help them. The author provides suggestions on what to look for in a federally focused financial planner.
Financial ‘Red Flags’ Federal Employees Should Watch For with Their Financial Advisors
These are some “red flags” that federal employees should be aware of when working with a financial advisor.
How To Tell If You Are Getting Bad Advice About Your TSP
Your savings inside of the Thrift Savings Plan that you worked so hard throughout your federal career to accumulate are a large component of providing income in retirement. It is important, therefore, to make sure you make the right choices with regards to preserving these funds. The author provides some advice for federal employees on different ways to determine what constitutes good and bad advice as it relates to their savings inside of the TSP.
What Does a Qualified Financial Advisor Look Like, and Where Can I Get One of My Own?
What are the attributes of a qualified financial advisor, and where can I find one?
I Can’t Find a Qualified Financial Advisor. Now What?
My wife and I have looked throughout our home town and can’t find even one financial advisor that specializes in working with federal employees. At the same time, I’m uncomfortable working with an advisor in another area of the country. What should we do?
Is There Critical Info My Financial Advisor Might be Missing?
I work with an advisor with whom I feel pretty comfortable but wonder if there is any critical info he might be missing because he rarely deals with federal employees. Is there something in particular I can ask him to check into, to make sure?
Can You Trust Your Financial Planner?
The author lists some important questions you should ask a financial planner to know if he or she is right for helping you with your financial future.
Questions You Should Ask About Your Investments
The Securities and Exchange Commission offers a brochure that is helpful when choosing a financial advisor as well as helping you understand your investments.
