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…
Wealth Advisor Specializing in Financial Freedom on How the Rich Invest
As Austin Dean was earning his various financial advisor certifications, he wasn’t fully satisfied with the curriculum that…
Social Security increases are coming soon — but there’s a catch
For the near 75 million Americans depending on Social Security benefits to survive, the SSA’s annual Cost of…
Diversification trend could give private credit steady growth, Barings says
Markets Sector’s Europe head talks up stability; interest grows among Japan’s institutional investors A reason for the capital flows…
Got an extra hour? Here are 8 money-saving financial fixes.
Credit card debt hits record levels Americans are carrying a record amount of credit card debt, and interest…
Rising CO2 levels threaten to disrupt global space communication
Far above your head, in the atmosphere between Earth and outer space, an invisible process is occurring. The…