My financial adviser charges advisory, manager and platform fees — and the total fee is 1.15%. Is this even normal?
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I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?
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My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?
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I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?
I’m 68, own two properties and have $1.6M in the market, but it’s been flat for 18 months. Should I just park it all in CDs for the next two years? Should I get an adviser?
‘I’m not a high maintenance person.’ I’m 70 and living well on $24K a year in Social Security. But I’ll have to take IRA distributions soon and might want to live abroad. Should I hire a pro to help?
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