‘I would like to retire now.’ I’m 57 with $330K saved and an IUL, but over $100K in debt. Help.
Question: “I’m 57 years old and I would like to retire now. I have $300K in my 401(k),…
‘I lost everything.’ At a friend’s recommendation, I invested my life savings in a firm abroad — now it’s all gone and the CEO was in court. What now?
Question: “I was introduced by a friend to a financial firm in the U.K. Shortly after transferring my…
‘Everyone treats me like I have a contagious disease.’ I have $500K in stock, earn $9.5K a month and want a good adviser to meet me in person. Help.
Question: “I have $500,000 in stock and income after taxes of $9,500 per month. My previous adviser passed…
‘I grew up very poor, so I’m very risk adverse.’ I’m 59 and ready to retire with $575K in my 401(k), $350K in CDs and $125K in cash. Is this a solid position to be in?
Question: “After working 27 years for the same great company, I am ready to retire at 59 ½…
Flood of AI Bonds Adds to Pressure on Markets
Wall Street is straining to absorb a flood of new bonds from tech companies funding their artificial intelligence…
‘I don’t know what to do.’ I’m 72 with a minimum wage job – but still helping my daughter financially and have $70K in debt. Who can help?
Question: “I’m a 72 year old female with no savings. I’m still working a minimum wage job and…
Want to (legally) put off some RMDs? The QLAC can help — and we asked 4 money pros who should, and should not, use it
Typically, you hit 73 and are forced to take required minimum distributions from your traditional retirement accounts —…
‘I suddenly feel like a small fish.’ I had $80K before the ‘tariff drama’ but now my financial adviser doesn’t seem interested in me. What do I do?
Question: “I’m interested in finding a new financial planner. My current one has merged with another company and…
‘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…
I want to keep my job and claim Social Security as soon as possible. How much will I get? – MarketWatch
I want to keep my job and claim Social Security as soon as possible. How much will I…
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent.’ Now what?
Question: “Our 80-year-old mother was widowed in 2011 and when her adviser moved to a large investment banking…