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Browsing Tag

securities

21 posts
PPersonal finance
‘I’m skeptical.’ 6 popular investment trends financial pros say you likely want to avoid
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‘I’m skeptical.’ 6 popular investment trends financial pros say you likely want to avoid

  • February 9, 2026
It’s easy to get sucked into the hype around many headline-making investments, be it meme stocks, crypto or…
PPersonal finance
I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?
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I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?

  • February 6, 2026
Question: “I’m 62 and retired with $1 million in savings and zero debt. My objective is income. When…
PPersonal finance
I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?
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I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?

  • February 3, 2026
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
PPersonal finance
Got $20K? 9 financial pros tell us how you should invest it now
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Got $20K? 9 financial pros tell us how you should invest it now

  • January 29, 2026
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
PPersonal finance
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
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9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?

  • January 26, 2026
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
PPersonal finance
‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?
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‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?

  • January 26, 2026
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
PPersonal finance
‘I have nothing of value.’ I’m 62 and a cancer survivor who rents her home and has credit card debt. When I die, what will my two daughters have to pay for?
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‘I have nothing of value.’ I’m 62 and a cancer survivor who rents her home and has credit card debt. When I die, what will my two daughters have to pay for?

  • January 15, 2026
Question: “I’m 62 years old and I have no estate and nothing of value. I rent my home…
PPersonal finance
I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?
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‘I’m worried.’ A financial company manages my IRA, but they charge me $100 per month and frankly, I don’t get how much money they’re making for me. Now what?

  • January 13, 2026
Question: “I signed up with a financial company a couple months ago, but now they’re being bought out…
PPersonal finance
I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?
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I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?

  • January 10, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
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5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 8, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
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We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?

  • January 6, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
Read More

We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?

  • January 6, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
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