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‘Is this fair?’ I have mutual funds with a broker earning 26% — but he charges me 2% in fees. Is this a worthwhile tradeoff?
‘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.
‘I trusted’ – and got burned. I’m 66 and now have only $2K because of scammers. What now?
‘Who is willing to lay everything out for me?’ I want to know what I’m truly paying my adviser beyond the AUM fee. But how?
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‘I feel like I’m in trouble.’ I’m 74 with $1.7K a month in income and $150K in savings. But my house isn’t paid off and I’m still working. Now what?
