Frequently Asked Questions

Planning for the Future

  1. How do I find financial planning help?

    An easy way to start is to ask friends, family, and business colleagues about their financial planning. It makes sense to ask those you have something in common with if they have a professional they work well with. If your questions to friends and co-workers don't turn up any names of financial professionals, you can also turn to any organizations that you are involved with - a senior center, library, church, or other community group. There are also industry organizations to get lists of professionals in your area. The AARP website has a comprehensive list of these organizations.