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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.

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…

PPersonal finance

10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026

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10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026

December 29, 2025

Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…

PPersonal finance

‘I’d like to kick the can down the road.’ I’m 72, with $1M+ saved and a pension. I will get $7.2K a month in retirement income. I want to skirt some RMDs. How?

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‘I’d like to kick the can down the road.’ I’m 72, with $1M+ saved and a pension. I will get $7.2K a month in retirement income. I want to skirt some RMDs. How?

October 3, 2025

Question: “I will turn 73 this month. I have two IRAs, a Roth, a 401(k), and two 403(b)’s,…