My credit union has proved to be a good source of information. They give me the information and let me take it home to read. I don’t want to be rushed into making decisions, so I like when they give me time to read and absorb the material.
-Jerry G., 66, Paterson, N.J.
I have been to retirement seminars and dinner meetings. I have learned quite a bit, but I was frustrated that some advisors have not wanted to do anything with my investments unless I would turn everything over to them. Unfortunately, they haven’t been able to convince me that they are omnipotent enough to secure my investments except in their own minds.
-Donna W., 61, Salem, Ore.