adviser

I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost K a year. What should I do?

I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost $20K a year. What should I do?

Reynaldo Jackson March 16, 2023

Issue: I’m pondering about using the services of a fiscal adviser. I am 70, and I’m heading to prevent operating...

Read MoreRead more about I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost $20K a year. What should I do?
We make 0K in Raleigh and hope to retire in about a year with million. Is there a certain type of financial adviser we should be looking for?

We make $140K in Raleigh and hope to retire in about a year with $1 million. Is there a certain type of financial adviser we should be looking for?

Reynaldo Jackson February 5, 2023

Raleigh, North Carolina Getty Photos/iStockphoto Concern: I reside in Raleigh, North Carolina. I’m about to turn 65 and wanting to...

Read MoreRead more about We make $140K in Raleigh and hope to retire in about a year with $1 million. Is there a certain type of financial adviser we should be looking for?
‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?

‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with $2 million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?

Reynaldo Jackson January 13, 2023

I have never been a massive fan of annuities, but my advisor insists this is a excellent low possibility investment...

Read MoreRead more about ‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with $2 million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?

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