4 Reasons Warren Buffett’s Value Investing Strategy May No Longer Pay Off
I’m a Financial Planner: Here’s How To Mix Your Retirement Accounts To Avoid Future Taxes
We are in our 50s and contributed to retirement ‘as best we could.’ While ‘we are not millionaires,’ we do have money set aside. But now what?
I’m 78 and an investment rep put me in a 10-year annuity ‘without clearly informing me’ about what was going on. I’ll have to pay $26K if I withdraw early. Now what?
8 Services Wealthy Retirees Spend Money On That Poor and Middle Class People Don’t
My mom is 92 and we invested $200K at a credit union. I told them we could tie it up for 1 year, max. Now it’s tied up for 7 years and they won’t talk to us. What’s my move?
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?
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?
If you aren’t ‘loud budgeting,’ are you even budgeting right? TikTok has thoughts — but so do money pros
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?
