This is what makes me think my financial adviser is ‘intolerable.’ But now what’s my move?
I’m 57 with a $1.5M home and a $400K rental with a 7.4% mortgage. I’m getting a $375K check soon. My financial adviser told me not to pay off that loan with it. ‘I am not 100% convinced.’ Who’s right?
‘I’m not sure where to turn.’ I’m a 72-year-old doctor with ‘plenty of cash’ but my financial adviser died and now I’m facing RMDs. What now?
‘Atrocious.’ I got ‘tangled up’ with an adviser who invested my $500K and charged 2%. But I’m getting a 26% return. Now what?
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I’m 63 and a retired government worker with a $95K-a-year pension and $100K in savings. But I owe $240K on my home. Can I make it?
‘I want to be able to retire comfortably.’ I’m 53 and my mom died, leaving $90K in IRAs for me. Now what?
‘I really do not need the funds.’ I’m 72 and facing RMDs in mere months, but I don’t need the money or want the taxes. What’s my move?
I have two CDs that have pitiful interest rates. Is it worth it for me to eat the early withdrawal fees to get my money out?
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