Certified Financial Planner Board of Standards Inc.
11/10/2025 | Press release | Archived content
‘We’re Not Happy.’ My Wife and I Are Retired in Wisconsin With Two Pensions and $75K+ Annual Income. But Our Retirement Funds Dropped $45K This Year. Help.
A retired couple recently lost $45,000 from their retirement funds and are dissatisfied with the performance of their two financial advisors. Experts recommend hiring a new advisor, preferably a CFP® professional specializing in retirement planning and asset allocation, for guidance.
MarketWatchAlisa Wolfson November 10, 2025
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