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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

‘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?

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‘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?

February 11, 2026

Question: “I’m planning on retiring at the end of this year. I have about $108,000 in my 401(k),…

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

You’re finally eligible to claim Social Security — but that doesn’t mean it’s the right time to retire

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You’re finally eligible to claim Social Security — but that doesn’t mean it’s the right time to retire

February 6, 2026

Published: Feb. 5, 2026 at 4:22 p.m. ET Americans become eligible for Social Security retirement benefits when they’re in…

PPersonal finance

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?

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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?

February 3, 2026

Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…

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

‘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 28, 2026

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

PPersonal finance

Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

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Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

January 26, 2026

Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…

PPersonal finance

‘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’

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‘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’

January 25, 2026

Question: “I really liked my financial adviser. He was good, but after a few years managing both my…

PPersonal finance

Marriage can be great for your finances — but avoid these 3 mistakes

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Marriage can be great for your finances — but avoid these 3 mistakes

January 24, 2026

Published: Jan. 23, 2026 at 1:23 p.m. ET From an economist’s perspective, one advantage of marriage is the financial…

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 23, 2026

You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…