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Mark your calendar! Kiplinger’s Personal Finance and the National Association of Personal Financial Advisors are working together again to offer Jumpstart Your Retirement Plan Days. Here’s the low-down from the official press release:
On Tuesday, January 13th and Friday, January 30th from 9 a.m. to 6 p.m. Eastern Time, NAPFA members across the country will be standing by to answer your financial questions. Normally these Fee-Only planners, well versed in investments, taxes, insurance, estate planning, and saving for college and retirement, charge clients $150 to $300 an hour. But, during Jump-Start Days, their expertise is free.
Just dial toll-free 888-919-2345 or log on to www.kiplinger.com/links/jumpstart/ anytime from 9 a.m. to 6 p.m. Eastern Time on January 13th or January 30th to participate in an online discussion with an advisor.
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!
This article is about Money Hacks, News, Planning, Retirement, Tools Thursday, 8th January 2009 (by J.D. Roth)
January 8th, 2009 at 4:12 pm
I used this when you pointed it out previously, and it was great. I was truly impressed with the thoughtfulness of the person I spoke with, who actually called me back as the line was too busy to get to everyone who called.
January 8th, 2009 at 4:12 pm
thank you! this is great information.
January 8th, 2009 at 5:56 pm
This is a fantastic opportunity! This is something I really need to look at as Mr. A and I are in our forties and need to start something sooner than later!
January 8th, 2009 at 8:08 pm
Hey, thanks for the info. I just posted a Kiplinger article on Your Retirement Life. And I really liked the article. But, my question is… and this is where your head’s up will come in… how do I build a nest egg to the size I need? How do I increase my Nest Egg to include at least 1-Million?
Honeybee, glad to hear that it worked out for you well. I will definitely be giving them a call.
January 8th, 2009 at 8:35 pm
Free professional advice is always appreciated!
January 8th, 2009 at 9:30 pm
I’m curious what your question will be JD!
January 8th, 2009 at 10:24 pm
I think it is over sold. I emailed questions the past couple of years and got, i should pay someone from NAPFA. I wasn’t even asking specific questions, rather i asked a general question of how are we doing. anyways, what a scam of self promotion, albeit a free one.
January 10th, 2009 at 7:55 pm
@ Tim
It sounds like you got a couple of lemons, but we had a completely different experience. We emailed a general “how are we doing overall” question and a specific question about investing a lump sum last year. The planner who replied asked for some more details and then gave us fairly detailed advice, of course hedged with disclaimers about only knowing what we had told him etc, etc, etc. He also offered to respond to follow-up questions for up to three days after the Jump Start day and did so. So it’s not a scam of self promotion for every planner who participates.