Money

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I’m 60, retired and have $550K in cash and $1.5M invested in a mix of balanced and conservative funds. I’m drawing down 3% a year, but wondering: Am I doing OK or do I need a pro to help?

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I was ‘financially set’ after my husband died. But my current adviser lost $500,000 over the last few years, and then a new adviser said my portfolio was ‘a mess’ and wants 1.25% to fix it. What’s my move?

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I inherited ‘a sizable amount’ from my mother. A financial adviser took me out for a free meal at an investment seminar and made ‘some good, interesting points.’ Should I be wary?

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I was earning 14% on a real estate investment, but all the financial advisers I interviewed wanted me to sell and invest in stocks instead. What gives?

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I’m 54 and can retire in 2 years with a $6,000-a-month pension and $800,000 in my 401(k). I want to move to Florida. Who can help? 

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‘Every month I express my concerns to my adviser, but he says not to worry.’ My 401(k) has lost over 20% and I can’t afford to lose that kind of money. Is it time to find a new adviser?

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I have $930,000 in a fund, but it’s losing money. I want to get a new financial adviser, but that may cost me 1.6%. Is that too high?

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This is the most-recommended CD provider in November 2023 — and its CDs pay as much as 5.60%

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Dow trims early gain as investors await more labor-market data

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McCarthy touts cutting deficit by $2 trillion and creating new China panel, as former speaker says he’s leaving House at year’s end

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We have $3 million in real estate, which brings in $70,000 a year. Could I make the same income investing in stocks and bonds? 

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How to (legally) avoid taxes when selling a house

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At 65, I thought I could eat whatever I wanted — until I woke up in the ICU

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My late brother’s three children say they should receive the same annual monetary gifts their grandmother gives to her other children. Are they entitled?

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‘Low-paying jobs are the economy’s way of saying you should get a better job’: I’ve decided to stop tipping, except at restaurants. Am I wrong?

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My wife and I are separating. I provided the downpayment, and paid the mortgage on our home. Will I be allowed to keep it if we divorce?

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How to gift stocks and bonds this holiday season

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Here’s who could be eligible for student-loan forgiveness under the Biden administration’s latest plan

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Picks I have an IRA with $800,000 in it. Is a 1% fee to my financial adviser ‘reasonable’ to pay?

Nov. 16, 2023 at 6:30 p.m. ET by Alisa Wolfson
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Picks These 3 banks are now offering $5,000 if you open an account — and they aren’t the only ones with lucrative cash sign-up bonuses in November 2023

Nov. 15, 2023 at 2:47 p.m. ET by Andrew Shilling
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Picks I live in Minnesota and will soon have $1 million — in cash. I need a financial adviser, but the locals I spoke to left me feeling they couldn’t handle me. What’s my move?

Nov. 11, 2023 at 3:10 p.m. ET by Alisa Wolfson
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Picks 94% of economists think the Fed could begin cutting rates in 2024: survey. With some CDs paying 5% or more, is it time to get one?

Nov. 8, 2023 at 1:01 p.m. ET by Alisa Wolfson
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Picks This CD offers a lucrative 6.25% — plus 9 CDs with the best APY in November 2023 

Nov. 6, 2023 at 8:17 p.m. ET by Andrew Shilling
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Picks 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?

Nov. 4, 2023 at 12:46 p.m. ET by Alisa Wolfson
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Picks I’m 65 with no 401(k) and just $6,000 in savings. At this point, can a financial adviser even help me?

Nov. 1, 2023 at 11:08 a.m. ET by Alisa Wolfson
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Picks This is the No. 1 most-recommended CD to get now — and you can earn up to 5.5%

Oct. 30, 2023 at 3:35 p.m. ET by Andrew Shilling
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Picks 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?

Oct. 30, 2023 at 6:00 a.m. ET by Alisa Wolfson
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Picks I’m a 61-year-old flight attendant who wants to retire at 70. I’ll have a $900 per month pension and will get Social Security, but only have $150K in my 401(k). Should I get professional help?

Oct. 28, 2023 at 7:01 p.m. ET by Alisa Wolfson
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Picks ‘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?

Oct. 28, 2023 at 12:21 p.m. ET by Alisa Wolfson
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Picks Worried about interest rates rising more? These CDs let you hike up the APY if interest rates rise

Oct. 27, 2023 at 10:23 a.m. ET by Alisa Wolfson
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Picks ‘They try to prod you into riskier investments.’ Why do financial advisers keep pushing certain investments on me? I’m tired of ‘bad advice,’ but where do I turn?

Oct. 19, 2023 at 2:24 p.m. ET by Alisa Wolfson
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Picks Are you still paying 1% to your financial adviser? Here’s what might make a lot more sense — and save you tens of thousands of dollars

Oct. 17, 2023 at 6:38 a.m. ET by Alisa Wolfson
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Picks ‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement

Oct. 16, 2023 at 1:54 p.m. ET by Alisa Wolfson
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Picks Yikes, your student loan payments will be due this month. Is the right move to refinance? 

Oct. 14, 2023 at 3:51 p.m. ET by Alisa Wolfson
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Picks I’m 65 and want to retire in 6 months. I have a $125K annuity, plus $100K of money that I’m not sure what to do with. Should I get professional help?

Oct. 14, 2023 at 7:52 a.m. ET by Alisa Wolfson
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Picks I’m 53, got laid off, and wondering what to do now. I have $425K saved for retirement, $10K in an HSA, and a property I could sell for an extra $200K in cash. Is getting professional help wise? 

Oct. 11, 2023 at 9:12 a.m. ET by Alisa Wolfson
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Picks ‘I feel like I’m just a number.’ Is it too much to ask my financial adviser for portfolio reviews at least 4x a year?

Oct. 9, 2023 at 12:20 p.m. ET by Alisa Wolfson
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Worried about a recession, many Americans say they keep too much money in cash. But how much is too much in this economy?

Oct. 9, 2023 at 6:30 a.m. ET by Alisa Wolfson