Re: Reply from Gail re: certified financial planner

[Robert <http://dummy.us.eu.org/robert>]

Yes, this is the correct thing.

Is Dan Biederman a Certified Financial Planner (CFP)?  And, did you have
him develop a comprehensive financial plan for you?  See

 https://www.nerdwallet.com/article/investing/certified-financial-planner

for what that would mean.  Having such a plan may allow you to project
whether you'll have enough assets for the remainder of your retirement.
(You may be able to do this yourself.)

 > From: "Gail" <http://www.cox.net/~g3>
 > Date: Sat, 7 Jan 2023 16:39:36 -0800
 >
 > Hi Robert,
 > 
 > I apologize for taking so long to get back to you in this regard. I finally
 > had time to read your email and this document in your link fairly recently
 > when Don had recovered more from his surgery. As a result of this article, I
 > spoke to our financial planner, Dan Biederman, who works for Morgan Stanley
 > about this. He said he is a Fee-Only Financial Planner, not the Fee-Based
 > kind. He doesn't get commissions, and we only pay him a fee for risk
 > adjustments, not for activity. So that sounded fine with me as I hope it
 > does to you. Don and I have been using his services for a number of years
 > and have been very satisfied with he and his staff.
 > 
 > Best,
 > Gail