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Helping people make smart financial decisions

Retirement Is Costly.
But It Doesn’t Have to Be a Mystery.

There was a day when a million-dollar nest egg was considered sufficient retirement savings. But as home prices have escalated out of reach, and your grandchild’s preschool tuition rivals that of a semester of college, many Americans are left wondering if they can retire at all.

The question, “How much do I need to retire?” is so common that its mention warrants millions of Google searches and scores of contradictory opinions.

While there’s no one golden rule, the most frequent answers to the burning question include accounting for inflation, adjusting for increased end-of-life living expenses, and considering your preferred retirement lifestyle.

But there’s another factor that can help turn your goals into a plan, and your plan into reality: professional input.

For many aspiring retirees, the step missing from their retirement planning process is guidance. You may be surprised to hear that research suggests people who work with a financial advisor feel more at ease about their finances and could end up with 15% more to spend in retirement¹, so the counsel and direction of a financial advisor can be an essential step in making sure you’ve saved enough to make your golden years just that.

The hiccup? Most of us don’t know where to look for -- or how to evaluate -- a retirement planner. That’s why a group of innovators at SmartAsset created a free match quiz to help Americans find vetted qualified financial advisors.

The quiz asks you a few questions, then matches you with up to three fiduciary advisors who serve your area. The matches are yours at no cost, and you can compare and interview advisors before deciding which one is right for you.  

Take an important step toward retirement planning today.

Get matched with up to 3 qualified financial advisors today.

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SmartAsset

SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments. 

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. 

SmartAsset.com is not intended to provide legal advice, tax advice or financial advice (Other than referrals to Investment Advisers or Investment Adviser Representatives). SmartAsset is not a financial planner, broker or tax adviser. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who is fully aware of your individual circumstances. 

SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. 

Sources:
1.  Journal of Retirement Study (Winter 2020).

The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study.

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After you choose your state and answer a few  questions, you can compare up to three advisors that serve your area and decide which to work with.