Escape the ‘gay tax’ while planning for retirement with these three mindset shifts
Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a certified financial planner (CFP®) since 2018.…
‘I’m skeptical.’ 6 popular investment trends financial pros say you likely want to avoid
It’s easy to get sucked into the hype around many headline-making investments, be it meme stocks, crypto or…
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?
Question: “I’m 62 and retired with $1 million in savings and zero debt. My objective is income. When…
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?
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
Got $20K? 9 financial pros tell us how you should invest it now
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
‘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?
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
‘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?
Question: “I’m 62 years old and I have no estate and nothing of value. I rent my home…
‘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?
Question: “I signed up with a financial company a couple months ago, but now they’re being bought out…
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?
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
5 types of people who might need a financial adviser in 2026 — and those who don’t
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
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?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…