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.…
‘Incompetent, lazy and hypocritical.’ I’m 55, single and maybe want to retire early, but after interviewing some advisers, I feel most are bad — and one even ghosted me. What gives?
Question: “I have had dealings with a number of financial professionals and this latest experience does nothing to…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
‘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…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
‘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?
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026
Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…
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?
Question: “I am 78 years old and I have $185,000 in my 401(k). I take a $1,800 withdrawal…
‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life
Question: “I am 60 years old with no savings. I have $20,000 in an online investment account. I…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.
Question: “I’m 78 years old, a widow and have no children or grandchildren. I sold my house and…