I’ve been working 50 years, but ‘insurance on a younger wife is a killer.’ Now I feel that my golden years aren’t so golden and I need to save money. Who can help?
‘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?
He had $10K to invest — and this is the advice he got. As one adviser told us: ‘Run away.’
I recently moved into my fiancé’s home. I have $209K in student loans; he owes $219K on his house. I have $144K to put towards debt – where should I put it?
My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?
‘I don’t want to keep working.’ I’m 63 and gave up 65% of my wealth in my divorce. Now I have over $1.1M in savings with about $5K a month in expenses. Now what?
I’m 61, divorced and retired for 8 years now. My main investments are real estate, I have little money in the market and plan to take Social Security at 62. Am I on the right track?
‘I am clueless.’ I am 65 and had $100K in my 401(k). An adviser put it all into an annuity, promising a 10% return. Now what?
Should you have an annuity?
‘I have issues.’ My financial adviser made late payments, did not sign certain forms and may have breached our contract. Does this warrant me taking him to court?
