‘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?
‘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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