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…
‘Where should I turn?’ My 401(k) has lost 23% in the past few years and now I only have $200K. What did I do wrong?
Question: “My current 401(k) is only worth about $200,000 and I’ve lost about 23% in the last couple…
‘Incompetent, lazy and hypocritical.’ I’m 55, single and maybe want to retire early, but after interviewing some advisers, I feel many are bad — and one ghosted me. What gives?
Question: “I have had dealings with a number of financial professionals and this latest experience does nothing to…
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.…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
‘Everyone treats me like I have a contagious disease.’ I have $500K in stock, earn $9.5K a month and want a good adviser to meet me in person. Help.
Question: “I have $500,000 in stock and income after taxes of $9,500 per month. My previous adviser passed…