‘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?
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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?
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I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?
‘I’m stretched thin.’ I’m 23 and make $75K a year living in the Northeast. But between rent and other bills I have ‘very little’ in the bank each month. Should I hire a pro to help?
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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?