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Browsing Tag

suggested reading – investing

10 posts
PPersonal finance
‘Is this normal?’ My new adviser made me sell stocks, saying her company didn’t work with them. I secretly kept some on the side — and they made money. Now what?
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‘Is this normal?’ My new adviser made me sell stocks, saying her company didn’t work with them. I secretly kept some on the side — and they made money. Now what?

  • February 12, 2026
Question: “My financial adviser does an average job in my opinion, but she says that her company only…
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 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
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
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
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‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.

  • January 5, 2026
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
Read More

5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 3, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
Read More

‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.

  • December 31, 2025
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?
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‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?

  • December 30, 2025
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
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