‘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’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…
Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)
With so much industry jargon in the personal finance world, it can be hard to know exactly what…
‘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…
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…
‘Have we not learned lessons?’ I’m worried my money is just funding my adviser’s life. How can I be truly sure he’s not a crook?
Question: “Why do people need financial advisers? It seems that a financial adviser is a fancy way to…
‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?
Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to…
I’m 53 and was forced to retire. I have $700K invested that currently kicks off $50K a year in distributions, as well as $320K in retirement funds. Now what?
Question: “I am 53 years old and was forced to retire earlier than expected from my heavy equipment…