‘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…
I’m 66 and recently retired. But my wife who is 63 is now sick and will need in-home care and maybe even long-term care. Who can help us now?
Question: “I am 66 and recently retired. I have a sickly wife who is 63 and will soon…
‘I am concerned.’ I’m 70, a widow and have $6,700 a month to spend. My car is paid for, and I spend $1,200 a month on tithes. I’ve never in my life had a budget. Who can help?
Question: “l am concerned about a budget. I am 70 years old and a widow. I currently have…