Many baby boomers aren’t getting their due from the Social Security Administration (SSA).
This short shrift is doubly offensive because, according to recent data from Edge Research, baby boomers are the most giving generation.
The May 7 survey found that, of the 1,339 surveyed people who gave to charity in 2017, 41% were senior citizens. And senior citizens only make up 15.2% of the population.
Turning your money into life-changing wealth requires planning… for both success and failure. It also requires competent counsel – meaning somebody who will act in your best interests.
But, finding the right advisor is tough.
The Internet is filled with stories of predatory sales practices, manipulative management stories, and just plain incompetence. Chances are good you know somebody who’s had a bad experience, just like I do.
It doesn’t have to be that way, though.
There are great advisors out there if you know how to find them and which questions to ask to make sure you’re on the right track for huge profits rather than devastating losses.