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?
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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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?
