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Planning for Retirement Finances–Not a Simple Exercise

Yes, it’s complicated. Not only the Social Security rules and regulations themselves, but the overall options to be considered when arranging finances to support you in those retirement years as well. Many folks turn to the services of financial advisors to help them with the financial details, and The Street Guest Commentator Joe Elsasser, CFP knows that it’s important to have guidance on ensuring that advisors are fully addressing your needs. In an article posted on’s retirement-daily page, Elsasser boils it down to four basic questions to confirm that your financial plans cover a wide enough range of aspects. Question number one, naturally, focuses on when to file for Social Security benefits, while questions two, three, and four deal with the equally important topics of managing tax implications, arranging drawdown sequences, and dealing with the market fluctuations. Check out his post here,,,

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