Retirement and 401(k)

Should You Consult a CFP or CPA to Plan for Retirement?

Rodney Brooks
March 30, 2023

Many people seek professional help to prepare for retirement. You might consult a financial planner to help with saving and investing or an accountant who can assist with tax planning. Here's a look at how a certified financial planner and a certified public account might fit into your retirement plans.

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Be sure to check out "Fixing the Racial Wealth Gap" by Rodney Brooks

“Rodney A. Brooks’ ‘Fixing the Racial Wealth Gap’ is one of the best written and most prescriptive books I’ve read on this prickly subject. Using powerful stats, stories and insightful wisdom, it is written from the heart, mind, body and spirit … plus years of research and thought as a mainstream journalist, Fixing the Racial Wealth Gap is revealing, humorous, instructive and sobering.” – Dr. George C. Fraser