I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?
Question: “I am thinking of using my 401(k) to help pay for part of a new car loan.…
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him.’
Question: “I really liked my financial adviser, he was good, but after a few years managing both my…
The number of 401(k) millionaires just hit a record high: ‘People are staying the course.’
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
‘Is it too late?’ I’m 40 and want to retire before 60. I have $12K in one of my retirement accounts, but no emergency fund. Is there hope?
Question: “I am 40 and want to retire before I’m 60. I have six years of state service…
‘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…
‘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’m 49 and treated ‘unbearably’ at work. Though I don’t have as much money as I’d like, I want to work for myself. But how?
Question: “I’m turning 50 and don’t have as much money as I’d like but I am working. I…
‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?
Question: “I’m a 64-year-old widow with two adult daughters. I have a survivor living trust where all of…
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…
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…