‘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?
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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?
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I make $102K a year, but I’m late to saving and have student loans. I want to invest better, live on ‘as little as possible’ and buy rental property for income. Where should I turn?
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?
