3/20/24 MarketWatch I trusted my adviser, giving him $375,000 to invest. But he lost $80,000 and charged me 1.5% to do it. What’s my move?
2/26/24 MarketWatch I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?
2/12/24 MarketWatch If you aren’t ‘loud budgeting,’ are you even budgeting right? TikTok has thoughts — but so do money pros
1/30/24 MarketWatch We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?
1/17/24 US News & World Report How Roth IRA Taxes Work
12/7/23 MarketWatch My financial adviser charges advisory, manager and platform fees — and the total fee is 1.15%. Is this even normal?
12/1/23 US News & World Report5 Reasons You Should Never Retire
11/6/23 MarketWatch I’m 47, will get a $5,000-per-month pension, only owe $180,000 on my home and have $419,000 in a savings account. Should I get a pro to help me?
10/30/23 MarketWatch I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?
10/27/23 MarketWatch Worried about interest rates rising more? These CDs let you hike up the APY if interest rates rise
10/23/2023 MarketWatch My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?
10/16/23 MarketWatch I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?
10/16/23 MarketWatch ‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement
10/12/23 MarketWatch I’m 68, own two properties and have $1.6M in the market, but it’s been flat for 18 months. Should I just park it all in CDs for the next two years? Should I get an adviser?
10/9/23 MarketWatch Worried about a recession, many Americans say they keep too much money in cash. But how much is too much in this economy?
10/5/23 MarketWatch Costco’s 24-carat gold bars are priced at about $1,930 — and reportedly selling out. Should you buy these, or gold in general, right now?
9/20/23 MarketWatch I have $2M and am paying my financial adviser 1%. How often should we speak? (Psst: Pros say this is the minimum.)
9/15/23 MarketWatch Plenty of CDs and savings accounts now pay 5% or higher. These 2 questions can help you pick which is right for you.
9/14/23 US News & World Report Fixed vs. Variable Annuities: Which Is Best for You?
9/14/23 MarketWatch With impressive APYs — sometimes up to 6% or 7% — CDs are tempting. But here’s when CDs just aren’t worth it.
9/1/23 MarketWatch I’m 70, semiretired and have a $200K Roth IRA and a paid-off home. But I want to go more into stocks. Should I get a financial planner to help?
8/16/23 MarketWatch We’ll get about $7.7K a month from our pensions, but have $24K in credit card debt. Several free advisers have said ‘we’re in good shape’ but we have questions. What’s our move?
8/12/23 MarketWatch I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?
8/9/23 MarketWatch With many CDs now paying 5% or more, here’s the No. 1 way to skirt an imminent tax hit on your CD earnings, one pro tells us.
8/7/23 MarketWatch Have you asked your financial adviser these 8 questions? If not, get on it.
8/1/23 MarketWatch Tiffany Haddish and Nicki Minaj get this so very right about saving money — and it’s a lesson more of us should learn too
7/29/23 MarketWatch Money market accounts vs. CDs: What’s better?
7/26/23 MarketWatch How high will CD rates go in 2023?
7/25/23 MarketWatch CD vs. savings account: Which should I choose?
6/29/23 MarketWatch What is an independent financial adviser? How do they differ from the rest?
6/26/23 MarketWatch Fiduciary vs. financial adviser: What’s the difference?
6/17/23 MarketWatch I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?
6/1/23 MarketWatch ‘I need to stop the bleeding.’ I’m 49 with $133K in my 401(k), but I haven’t contributed in two years and recently lost $25K. Is it worth getting professional help?
5/23/23 MarketWatch A number of CDs now pay 5%. This is the art of maximizing that return for years to come, pros say.
5/17/23 MarketWatch ‘I think our financial adviser is overcharging us.’ But how do we prove it?
5/15/23 MarketWatch We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?
5/3/23 MarketWatch 7 signs it’s time to fire your financial adviser
5/1/23 GoBankingRates.com Experts: How To Save More in Your Employer’s Retirement Plan
4/22/23 MarketWatch One of the faces of the FIRE movement ‘had to’ (gasp) ‘go back to work.’ What does this mean if you want to retire early too?
4/17/23 MarketWatch 5 things you should never do with your savings
4/14/23 MarketWatch We make $400K a year, but spend $14K a month and need to save for our kids’ college and retirement. Should we hire a pro to help?
4/1/23 MarketWatch ‘She made about $15K last year off my money.’ My financial adviser is making money off the $1 million I invested with her — even though I’m losing money. What’s my move?
3/27/23 US News & World Report Laid Off at Age 60? Here’s How to Handle Retirement Savings
3/16/23 MarketWatch My husband is 50 but only in his second year of establishing credit. He has a little money he’d like to grow, but will a financial adviser even take on a case like his?
3/11/23 MarketWatch Comedian Dax Shepard says you should ‘clean up’ this part of your finances. Pros say it’s an easy way to save thousands
2/1/23 GoBankingRates.com Who Wants Inflation Relief? Experts Explain the Gender and Generation Discrepancy
2/1/23 GoBankingRates.com Want a Higher Savings Rate? Ask Your Bank for a Raise
1/20/23 US News & World Report How Roth IRA Taxes Work
1/9/23 MarketWatch 8 places you may earn between 3%-7% or more on your money right now (and psst: some have guaranteed returns)
1/9/23 MarketWatch I’m 70, retired and my husband and I have Social Security, two 401(k)s and an annuity so we ‘live comfortably.’ So do I even need my financial adviser anymore?
1/5/23 MarketWatch One simple piece of money advice both Shaq and LeBron live by that you should too — well, to a point
12/21/22 MarketWatch 7 financial advisers on what they are personally doing with their money in 2023 to weather a possible recession
12/14/22 MarketWatch I just retired at 64. My husband is 73 and beginning to have health issues. We need a financial plan and to figure out what to do with Social Security. What’s our move?
12/6/22 MarketWatch LeBron James — now worth an estimated $1 billion — learned this simple lesson about saving money early in life. Pros say far more of us need to learn it too.
11/1/22 MarketWatch Americans are running towards the safety of cash — but here are 3 ways they could screw that all up, pros say
10/4/22 Newsday CPI Aero stock soars ahead of return to NYSE American
8/3/22 US News & World Report: Is It Possible to Run Out of Money in Retirement?
6/21/22 MarketWatch: I’m paying my adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
4/18/22 MarketWatch: When is the best time to claim Social Security retirement benefits — sooner or later?
4/15/22 Business Insider: Dogs of the Dow: The 10 high dividend-yield stocks behind a simple strategy aimed at beating the market
4/7/22 Wall Street Journal: As Mortgage Rates Rise, Home Sellers Fear Time Is Running Out to Cash In
3/27/22 Wall Street Journal: Five Ways Muni Investors Can Navigate a Rising-Rate Environment
2/24/22 Newsday: Russia-Ukraine conflict may mean higher prices on LI, economists say
12/30/21 Business Insider: 5 expert tips for 20-somethings who want to invest but don’t know where to start
12/21/21 Newsday: Long Islanders share their 2022 financial resolutions
12/15/21 Forbes: How To Invest In The S&P 500
9/30/21 Kiplinger: Like the Mutual Fund? Meet the ETF
8/6/21 Newsday: Have bitcoin dreams? What to know about the hype, the reality and the future of cryptocurrencies
7/19/21 Business Insider: Financial experts told me I should stop renting and a buy a home, but I’m ignoring their advice for 3 reasons
7/6/21: Newsday: When should you sell your house and retire?
12/22/20 Newsday: After pandemic-scrambled 2020 it’s time to get finances in order for 2021
12/2/20 Newsday: Is an uptick in inflation on the horizon?
11/25/20 Newsday: What can you do with $5,000 cash you’ve saved during the pandemic?
11/7/20 Wall Street Journal: Why 2020 was the perfect year for tax loss harvesting
10/21/20 Newsday: What to do with your 401(k) when you lose your job
10/14/20 Newsday: Review where pandemic has left your finances before starting new year
9/30/20 Newsday: Don’t let FOMO guilt you into overspending for holiday gifts
9/21/20 Newsday: Retirement is no time to coast. Revisit your plan to see if you are on track
8/19/20 Newsday: Money Fix: How to get life, disability insurance after losing job
7/29/20 Newsday: Money Fix: ‘Trying to get rich quick?’ Traders need discipline, an expert says
7/10/20 Business Insider: I’m keeping up with retirement contributions even though my income is down
6/28/20 Newsday: Money Fix: Experts weigh in on whether you should take a buyout
6/14/20 Newsday: Lessons from 2008 financial crisis
5/31/20 Newsday:: Loaning money to friends can lead to problems, experts say
5/15/20 Huffington Post: Will There Be Another Stock Market Crash?
5/8/20 US News & World Report: 7 Best Mutual Funds to Buy With Your Stimulus Check
4/12/20 Newsday: Calculating whether your retirement plans can stay on track
12/1/19 Newsday: Money Fix: How to prepare for the biggest financial risks of 2020
10/26/19 Newsday: Your Money: The pros and cons of longer-term car loans
10/19/19 Newsday: Money Fix: How to rein in the costs without spoiling the fun
10/13/19 Newsday: Money Fix: Starting to save? Which kind of savings account is best?
10/2/19 NY Metro Parents: Can I Afford to be a Stay-at-Home Parent?
9/22/19 Newsday: Buying vs. leasing your next car: What the experts say
9/8/19 Newsday: Try to avoid tapping retirement funds to pay your bills
7/13/19 Newsday: Expecting a recession? Here’s how to prepare for it
6/22/19 Newsday: Time to check up on your financial New Year’s resolutions
5/26/19 Newsday: Does making a move in retirement make sense for you?
5/1/19 Investors Observer: Exchange Traded Funds (ETFs): Not Always a Passive Approach
4/6/19 Newsday: Automate your savings efforts
2/16/19 Newsday: Dealing with bankruptcy in retirement
1/9/19 Newsday: Getting started on your 401(k)
1/3/19 Investors Observer: Making the case: Equal weighting & the dividend aristocrats
12/15/18 Newsday: Year-end charitable giving tips
11/18/18 Newsday: Choosing a financial adviser: How you pay is critical
10/14/18 Newsday: Retirement spooking you? Start saving for it now.
8/12/18 Newsday: Three costly pitfalls that could derail your 401(k) earnings
6/30/18 Newsday: What to do with that twice-a-year extra paycheck
6/9/18 Investors Observer: Tax law changes in 2018: what you need to know
6/8/18 Newsday: Preserve friends and money: Split the check
3/31/17 Wealth Advisor:How Financial Advisors Decide When To Collaborate
2/24/17 Investor’s Business Daily: Make Love, Not War? How Financial Advisors Decide When To Collaborate
9/30/16 Investors Observer: Proper asset titling: Estate planning and your home
4/1/16 Investor’s Business Daily: Giving Back…And Getting Much, Much More In Return
3/10/16 Wall Street Journal: Why Postnuptial Agreements Are on the Rise
9/18/15 Financial Advisor IQ: Reasons a Prospect Wants to Dump Old FA Can Tell Volumes
6/1/05 Wealth Management: What a Difference a Decade Makes
