Your financial adviser is getting 1% — but is that actually fair to you? Maybe not.
For 30-some years, most financial advisers have gotten paid via an assets-under-management model, under which the adviser charges…
‘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?
Question: “My financial adviser does an average job in my opinion, but she says that her company only…
‘Is it silly?’ I have $108K in my 401(k) and I want to move it and retire at the end of this year. Now what?
Question: “I’m planning on retiring at the end of this year. I have about $108,000 in my 401(k),…
‘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…
You’re finally eligible to claim Social Security — but that doesn’t mean it’s the right time to retire
Published: Feb. 5, 2026 at 4:22 p.m. ET Americans become eligible for Social Security retirement benefits when they’re in…
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…
‘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…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’
Question: “I really liked my financial adviser. He was good, but after a few years managing both my…
Marriage can be great for your finances — but avoid these 3 mistakes
Published: Jan. 23, 2026 at 1:23 p.m. ET From an economist’s perspective, one advantage of marriage is the financial…