Financial Planning
Suzanne Wolfson, MBA, CFP
Suzanne Wolfson, CFP, is the founder of FOR RETIRED ONLY, a fee-based Financial Planning firm specializing in finding the best direction and solutions for pre-retiree's and those already retired, all the way through their remaining years. For over 32 years, Suzanne has provided customized assistance to clients in their important financial decisions, planning and investment management.
Suzanne earned a BA in education (1976) and an MBA in Finance (1985), and has been a Certified Financial Planner since 1987. In 1999 she chose to specialize in addressing the second half of life's financial issues and considerations. As a recognized expert, she is featured in a variety of publications (magazines, newsletters, and websites) and engagements (conferences, radio, and group meetings) discussing topics relevant to the specific times and to all phases of retirement.
Suzanne tries to educate and guide as many people as possible, to the significant possible changing financial needs in retirement. Enabling a better overall retirement quality of life, requires the making of appropriate, timely, cost efficient, wise management decisions including protecting for unexpected risks. Her mission is to "help you help yourself" in matching and balancing all your retirement financial resources. With every changing situation, Suzanne continuously researches, evaluates and revises her recommendations as may be required. Always remaining true to her clients' "best interests," Suzanne caringly bases her services on honesty, retaining integrity and trust above all else.
Her passion for truthfully showing people how to best achieve their retirement objectives has led her to write and speak on a myriad of related retirement financial matters. Teaching and speaking allow her to open more eyes to alternatives, to the truth of different options, and to critical concerns. Her website is ForRetiredOnly.com.
It's Not Their Inheritance...Yet!
Difficult as it may be, seniors may have to defend their rights, shield themselves, or ask for help in the protection of their objectives and needs. Having outside experts representing them can be very beneficial and well worth the cost and time.
The Four Stages of Retirement
When planning to retire, it helps to understand that retirement is divided into distinct phases, each having changing issues, demands, and expectations on the part of retirees and their families. Professional guidance can help with all the transitions.
