Summerlin Benefits Consulting Q&AAnswer
Oct 23, 2024 - 11:59 AM
A financial professional plays a crucial role in retirement planning by helping individuals create tailored budgets, assess their savings strategies, and set realistic retirement goals. They can guide clients through investment options like 401(k)s and IRAs, facilitate catch-up contributions for older savers, and estimate future income sources. Additionally, they simplify complex financial concepts, making the retirement planning process less overwhelming and more manageable.
