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…
‘I have nothing of value.’ I’m 62 and a cancer survivor who rents her home and has credit card debt. When I die, what will my two daughters have to pay for?
Question: “I’m 62 years old and I have no estate and nothing of value. I rent my home…
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?
Question: “My husband and I are a young 66. We are very active and preparing for retirement. We…
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…
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…
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…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
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…
‘Is this a red flag?’ Since the market downturn, my adviser hasn’t even called to reassure me. Don’t I at least deserve an automatic check-in?
Question: “How often should your adviser give you a check-in? Since the market crash a few months ago,…