I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
‘I’ve spent my life living well below my means.’ I’m 58, worth $3.5M and want to retire in 2 years. Who can help?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
IFA Magazine20h
The paraplanner’s path to Chartered: What’s required and is it worth it?
Developing your all-important financial planning knowledge and skills is the cornerstone of a dedicated professional adviser ...
I’m 70 and retired with a $40K annual income and $200K in CDs. But will it last? Who can help me figure this out?
I’m 70 and have been retired for seven years. I have $200,000 in certificates of deposit, and get a $40,000 annual retirement income from two retirement accounts, Social Security and a pension. My ...
PSU mutual funds lose 19% in 6 months. Will Budget make it worse?
PSU mutual funds have seen a significant drop of around 18.81% over the past six months, primarily due to market corrections ...
Financial Advisor10h
Collaboration With Tax Pros Is Key This Year
It’s a time when advisors must know what they can and can’t do for clients—and when they sometimes must go out of their way to work with their clients’ tax professionals. “Advisors aim to keep taxes ...