I’m 39, my wife is 37 and we have about $315K saved. But we have two young kids and college to think about. How are we doing?
‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?
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‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?
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I’ve been working 50 years, but ‘insurance on a younger wife is a killer.’ Now I feel that my golden years aren’t so golden and I need to save money. Who can help?
‘I am concerned.’ I’m 70, a widow and have $6,700 a month to spend. My car is paid for, and I spend $1,200 a month on tithes. I’ve never in my life had a budget. Who can help?
He had $10K to invest — and this is the advice he got. As one adviser told us: ‘Run away.’
