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,…