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Patricia Spivey

LUGOFF — Patricia Spivey Kelly, 75, passed away on Wednesday, Feb. 7, 2024, peacefully at home surrounded by family. Born June 8, 1948, in Camden, S.C., she was the daughter

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I s 76 with $11K in Social Security and $450K saved How can a financial adviser help?

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My wife and I have $2 3 million and have been with our adviser for 10 years now But we re paying $15,500 every year for him to manage it What gives?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

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My financial adviser has many rich clients At 65, I only have $800K saved

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

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If I wasn t afraid of finances, I would just retire I m 67 and have an annuity, but I ve spent $100,000 of it just paying bills Do I need professional help?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

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