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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

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

January 31, 2026

Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…

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

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 28, 2026

Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…

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 27, 2026

Question: “I currently have investments with a large investment company and plan to retire in six months. My…

PPersonal finance

I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?

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I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?

January 27, 2026

Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…

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

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

January 24, 2026

Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…

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 11, 2026

You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…

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 11, 2026

Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…