It’s the start of a new year, and many people have resolved to improve their financial situation. Meanwhile, another tax season is close upon us. Personal finance questions abound! Sure, money forums and blogs can help you with some of your problems, but sometimes you need a trained professional.
Tomorrow — Tuesday, January 15th — Kiplinger’s Personal Finance and the National Association of Personal Finance Advisors (NAPFA) are teaming up to provide free retirement planning advice from a fee-only advisor. This is the the seventh time these two have teamed up for “Jump-Start Your Retirement Plan Days”. (There’s a second day scheduled for Friday, January 25th.) From the NAPFA web site:
Just dial 1-888-919-2345 [between 9am and 6pm Eastern] on these dates and a NAPFA member will respond to your questions. Or if you prefer, you may go to Kiplinger’s to submit your questions.
There is no charge for this service — not even the phone call. To make the most of your financial checkup, please gather together any relevant documents that you need — such as mutual fund statements or your 401(k) choices before the call. If your questions are too complex to be answered on the spot, you may be directed to the NAPFA “Find an Advisor” search to locate a NAPFA-Registered Financial Advisor in your area.
Our retirement hotline is a public service that is offered to all, not just Kiplinger’s subscribers. “Volunteer advisers from across the country are prepared to help as many people as possible,” says NAPFA CEO Ellen Turf. “It is incredibly satisfying for them to have such a positive impact on so many lives.”
This is an amazing opportunity. I do my best to provide you solid information year-round, but there’s no substitute for the advice of a professional. If you’ve been wanting to seek retirement advice, now is the time to do it. I encourage you all to try this, and to report back on your experience. Tell them Get Rich Slowly sent you!
Addendum: Forum members report mixed success with their calls. If you used this service, leave a comment here or in the forums to let us know how it went.