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I have $2M and am paying my financial adviser 1%. How often should we speak? (Psst: Pros say this is the minimum.)

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I have $47K in student debt and $1.2K in credit card debt, but will be making $73K a year soon. I don’t know about money though, so what’s my move?

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I’m 60, have ‘well into seven figures’ saved and my only debt is a $60K HELOC. Do I need a financial adviser to help, or can I navigate this myself?

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Plenty of CDs and savings accounts now pay 5% or higher. These 2 questions can help you pick which is right for you.

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With impressive APYs — sometimes up to 6% or 7% — CDs are tempting. But here’s when CDs just aren’t worth it.

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10 banks where you can earn 5.2% — and higher — on your savings account right now

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‘They all have 2 areas of concern that I do not like.’ I have seven figures saved, and I’ve interviewed a bunch of financial advisers. These are the two things they’ve all told me — what should I do about it?

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This bank is offering a $25,000 bonus if you move your money there — and have a lot of it

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10 of the best CD rates for September 2023 (we’re talking up to 7.19% APY)

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‘He’s pretty out of his element.’ My father-in-law lost his wife, who had been in charge of their finances. What’s my move?

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‘I’m paycheck to paycheck.’ I make $350K a year, but have $88K in student loans, $170K in car loans and a mortgage I pay $4,500 a month on. Do I need professional help?

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Are you too rich for CDs?  Why this high-net-worth investing pro doesn’t recommend CDs to wealthy clients — despite some paying 5%

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How much money do you need to retire? Better consider these 8 often-overlooked things.

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I live in California, and have a financial adviser who is charging 0.84% to manage my $2.3 million portfolio. Should I switch up how I pay her?

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I retired at 62, am living on a pension and Social Security, and have an IRA but haven’t withdrawn from it. For my whole life, I did all my investing on my own. But with so much at stake now, do I need professional help?

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If you don’t talk to your financial adviser at least this often, it could be a red flag

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One surprising question you should ask any financial adviser you might hire — their answer could be a huge red flag

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I’ve got a $7 million portfolio, but a new adviser wants to charge me 0.9%. Is this even fair?

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‘Our guy feels like a used car salesman.’ We have a financial adviser, but ‘I don’t do much of anything that he advises.’ How should I handle this?

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I’m 70, semiretired and have a $200K Roth IRA and a paid-off home. But I want to go more into stocks. Should I get a financial planner to help?