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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?

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‘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?

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Worried about interest rates rising more? These CDs let you hike up the APY if interest rates rise

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‘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?

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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

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‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement

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Yikes, your student loan payments will be due this month. Is the right move to refinance? 

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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?

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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? 

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‘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?

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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?

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We’re in our 40s, making $300K and just moved to California. We’re looking to buy a $1.2M home, but also want to invest in our 401(k). Who can help us?

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‘After 3 divorces, I pretty much have nothing in the bank.’ I’m retired for medical reasons, but now taking ‘large hits’ on my money. Where do I turn for help? 

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This is the No. 1 most-recommended savings account in October 2023 — and it’s paying an enticing 5.25%

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Costco’s 24-carat gold bars are priced at about $1,930 — and reportedly selling out. Should you buy these, or gold in general, right now?

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‘It’s hard to get straight answers.’ I recently saw $100K go ‘poof’ — and after 9 years of ups and downs with my adviser, I haven’t earned a dime. Where do I turn for help?

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Here’s who does not need to work with a financial adviser

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‘They all promise to help’ but I couldn’t find a financial adviser who would give me a one-time plan for managing my money myself. Can you help?

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‘I couldn’t sleep last night.’ I’m 58 with $620K in my 401(k) and a $1.7M house — but live in California. What’s my move? Should I hire a pro?

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Even when he loses money, he charges me 1%. So should I get a new financial adviser?