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…
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
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.…
‘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.
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
‘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…
‘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.
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
‘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?
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026
Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…