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 would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I think I must take RMDs earlier than I’d like. Help.
Question: “My wife passed away in January of 2023. She was 59 and had a traditional IRA of…
‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?
Question: “My husband and I are a young 66. We are very active and preparing for retirement. We…
‘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 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…
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…
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 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…
This Startup Thinks Private Equity-Style Deals Will Kick-Start Crypto Adoption
Sept. 8, 2025 6:30 am ET|WSJ Pro Crypto die-hards have long said that if only more legacy businesses…