What are the real financial strategies retirees need to know to make their retirement successful?
Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.
On today’s episode, we’re talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?
Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?
Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.