Two Careers, One Retirement | Consumer Reports Money Advisor quotes W. Ben Utley, CFP®

Certified Financial Planner® W. Ben Utley urges readers to use caution when planning lump sum distributions (or rollovers) from pension plans at retirement, noting that fees, commissions and outright fraud has cost many a retiree-to-be their life savings. Utley also discusses the details of his-and-hers financial plans for retirement as well as issues surrounding post-retirement health insurance. Article by Greg Daugherty