‘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?
I’m 55, debt-free and have $500K in my 401(k). I save 15% of my income and want to retire at 65 with $1M. Is this even feasible?
I am ‘very concerned’ about the $38T debt the U.S. has amassed. How do I protect my own wealth in this kind of environment?
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I’m 39, my wife is 37 and we have about $315K saved. But we have two young kids and college to think about. How are we doing?
‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?
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