Encinitas Chamber of Commerce

Sue Rutledge Links


AARP has a retirement calculators available online. www.aarp.org
www.Livingto100.com gives you an estimate of your longevity based on lifestyle and family history.
Monitor your brain health. The Canadian group cogniciti.com has some self-tests online.
There are only two types of advisers that have this legal fiduciary obligation to you. One is a called a
Registered Investment Adviser – RIA. RIAs are supervised by the Securities and Exchange Commission
and have a legal fiduciary duty to you.

The other is called a Certified Financial Planner and is supervised by FINRA, the regulatory agency for brokers. The other 166 different types of advisers have no legal obligation to put your interests first.