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?
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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?
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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?
I’m paying my financial adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
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