What Are Some Good Retirement Planners?


Quick Answer

AARP, as well as brokerage firms Fidelity, Vanguard and T. Rowe Price offer some of the best online retirement planning tools, states CNN Money. LearnVest and Jemstep Portfolio Manager are online tools for those in the middle class planning for retirement, explains Geoff Williams for U.S. News & World Report.

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Full Answer

If face-to-face consultations with an investment professional are preferred to online planning tools, take the following criteria into account when choosing the right planner, recommends Selena Maranjian for The Motley Fool. This includes whether the adviser receives compensation from commission on investments or a fixed fee; whether the adviser operates under a suitability or fiduciary standard; the licensing and background of the adviser; and the advice of trusted institutions and friends. The National Association of Personal Financial Advisors and the American Institute of CPAs are entities through whom Maranjian suggests finding a retirement adviser.

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