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The one thing you should today do to avoid ending up old and poor

The number one thing Americans should do for a well-funded retirement isn’t necessarily buying stocks or real estate. Those might be good options for you, but given your current financial situation, they might not be either!

Which is why, before making any financial moves, you should first speak with a trusted financial adviser — as they can present you with all your options and guide you in making smart choices for your future.

Find a financial adviser in minutes

Are you confident in your retirement savings? Get advice on your investment portfolio from a certified professional through WiserAdvisor. It only takes 5 minutes to connect with an adviser who puts you first.

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Don’t wait to ‘figure it out when you get there’

A shocking 40% of respondents to the Allianz survey said they don’t have any financial plans and will just figure it out when they get there.

But waiting until then leads to hasty decisions made in the heat of the moment — decisions that probably won’t be the best for you and your money.

And even though it doesn’t sound as exciting as buying stocks or investing in real estate, proper financial planning with a trusted financial adviser ensures the decisions you make today will keep you on the right track to your retirement goals.

How to find a financial adviser that’s good for you

Simply searching “financial adviser near me” might show you some options. But it could take you weeks or even months of sifting through the search results to find onethat’s a good fit for you, your current financial situation, and your goals for retirement.

That’s where WiserAdvisor comes in — a totally free and independent platform, WiserAdvisor will match you with two to three FINRA/SEC registered financial advisers who are best suited to help you with your financial goals.

Follow These Steps Once Your Portfolio Reaches $150K

If you've amassed a $150k+ portfolio, it's time to meet with a trusted advisor. Zoe Financial helps you connect with fiduciary advisors to grow your wealth. Find, hire, and invest with vetted financial advisors tailored to your unique situation.

With Zoe Financial, find your top 3 advisor matches, book a free initial consultation, and pick your favorite advisor.

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Get a free consultation — with no obligation to hire

Using WiserAdvisor is easier than you’d think. All you have to do is share some brief details and in a few minutes you’ll be matched with registered financial advisers.

You can then view their profiles, which showcase their experience and testimonials from previous clients. And you can even book an initial consultation with them on the spot, 100% free of charge — with no obligation to hire.

Meaning that you can quickly find a trustworthy financial adviser who understands you and your options, and will guide you in helping you secure a generously funded retirement.

Get on the fast track to a generously funded retirement by finding your top financial advisor matches through WiserAdvisor.

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Moneywise Moneywise Editorial Team

The Moneywise Editorial Team is a group of passionate financial experts, seasoned journalists, and content creators who are deeply committed to providing unbiased, relevant, and accurate financial information. With years of combined industry experience, our team is dedicated to maintaining the highest journalistic standards and delivering informative and engaging content. From personal finance and investing to retirement planning and business finance, we cover a broad range of topics to suit the financial needs of our diverse readership. You can trust the Moneywise Editorial Team to empower you with the knowledge and tools necessary to make wise financial decisions.

Disclaimer

The content provided on Moneywise is information to help users become financially literate. It is neither tax nor legal advice, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional. We make no representation or warranty of any kind, either express or implied, with respect to the data provided, the timeliness thereof, the results to be obtained by the use thereof or any other matter.