NEXT AVENUE - SPECIAL SECTION
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When Your Trusted Professionals Retire By Jon Friedman
A few months ago, I received the kind of jolt from my tax preparer that many of us will get sooner or later. He informed me that he'd decided to retire in the coming years. While I was happy for him, I immediately recognized the implications for me: our 29-year association would be coming to an end and I'd need to find someone to take his place. Someone I could trust, afford and enjoy doing business with. His bulletin threatened to upend my life, the same way similar news from a long-time doctor, dentist or lawyer might. Finding a new specialist can be a challenge and a potential point of stress or anxiety. Now I'd have to find someone just as trustworthy, wise and knowledgeable of both the tax code and my unique financial life. Could I succeed in finding someone every bit as reliable? It's helpful to do your own research when your pro is nearing retirement. But a word-of-mouth reference from someone you trust can be key. That could help you know whether their expert's personality would be a good fit for you. Let's face it. We're bound to feel skittish the first time we enter the office of a new specialist for us. "You can get intimidated," acknowledged Mark Diamond, an attorney who recently had to find a dental surgeon to replace the one he'd been using for 30 years.
Fortunately for Diamond, he found a new dental surgeon referred by his retiring one and is pleased — he trusts the man's expertise and the office is a short drive away.
Read the full story: When Your Trusted Professionals Retire at NextAvenue.org
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