I met my financial guru at my grandson's little league game. He was sitting behind my son and me. We were cheering and stuff like that. Then we started talking about how it would be great if our kids could make it in the majors, so we could all retire young. Well, one thing led to another, and he told us how he had helped a bunch of people retire young—or at least youngish. He gave me his card, we met for lunch, and it went on from there.
-Andy, 66, Bluffton, S.C.
It was a recommendation. We were working with a bank for our business, and they had an arm that dealt with investments and such, so we went with them because we liked the bank a lot. We met with a real nice lady and she organized our finances and told us what we should be doing to plan for the future. She got us into various financial instruments and the like. Then, after about 10 years, she went into business for herself, so we followed her to her new location. We've been very happy.
-Jim, 61, Madison, Conn.