Step Three: Don’t panic. However, pretending all of this stuff in Part One and Part Two in this series will just go away, is not the answer. Get the facts. Make educated choices. Some people come into my office with wide, bloodshot eyes and tears running down their faces.
Remember, there are things that can be done, but first, pull out your documents, if you have them. Read them. Study them. Ask for help.
As my father used to say, “A word to the wise…” So here is your word to the wise. What do you say to those who get all their “education” off of Internet sites. Or TV. Radio. Newspapers, theirs neighbor’s daughter’s, boyfriend’s uncle’s best friend? Look. I’m all for self-help, but know your source, look at references. A financial advisor may really be funny on the TV or radio -- so if you want “funny,” go for it.
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