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Browsing Tag

Financial Investment Services

53 posts
PPersonal finance
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?
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‘I’m worried.’ A financial company manages my IRA, but they charge me $100 per month and frankly, I don’t get how much money they’re making for me. Now what?

  • January 13, 2026
Question: “I signed up with a financial company a couple months ago, but now they’re being bought out…
PPersonal finance
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?
Read More

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?

  • January 9, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
PPersonal finance
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?
Read More

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?

  • January 9, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
PPersonal finance
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?
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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?

  • January 6, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
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?
Read More

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?

  • January 6, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
‘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.
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‘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.

  • January 3, 2026
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
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5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 2, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
Read More

5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 2, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
‘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.
Read More

‘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.

  • December 31, 2025
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
‘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?
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‘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?

  • December 30, 2025
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
PPersonal finance
10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026
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10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026

  • December 29, 2025
Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…
PPersonal finance
I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?
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I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?

  • December 19, 2025
Question: “I am 78 years old and I have $185,000 in my 401(k). I take a $1,800 withdrawal…
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