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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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James Daniel
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Alonso Rodriguez Segarra
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Cristina Guglielmetti
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Jim Hemphill
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Ryann Haiss
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Mark Struthers
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Advisory Firm
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Social Security
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Flynn Zito Capital
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Future Perfect
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Sona Wealth Advisors
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Trusts Funds Financial Vehicles
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Life Insurance
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Financial Services
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I had 'the worst' financial planner who made more money than me. What's my move?
Have an issue with your financial planner or looking for a new one? Email picks@marketwatch.com. ....
Flynn Zito
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Jim Hemphill
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Ryan Haiss
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Flynn Zito Capital
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Financial Investment Services
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A broker posing as a fiduciary took my $100K and put it into 'worthless funds.'
Have an issue with your financial adviser or looking for a new one? Email questions and concerns to picks@marketwatch.com. ....
United States
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Jim Hemphill
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Consumer Financial Protection Agency
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Garrett Planning Network
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National Association Of Personal Financial Advisors
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Kentucky Securities Division
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Federal Trade
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Joey Casolaro
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Highland Financial
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Mike Palmer
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Ark Royal Wealth
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National Association
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Personal Financial Advisors
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I have 2 accounts managed by a broker but both did badly in 2023. What's my move
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com. ....
Johnc Bogle
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Bri Conn
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James Daniel
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Jim Hemphill
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David Maurice At Worthwhile Wealth Council
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Advisory Firm
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Getty Images
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Dan Serra
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Sagevest Wealth
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David Maurice
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Worthwhile Wealth Council
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Little Book
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Common Sense Investing
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I'm 61 with $1.4 million, but have $50,000 in credit card debt. I want to retire in a year, and a new adviser promises he can beat the old one's returns by $300,000. Should I buy it?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com. ....
John Eaton
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Alonso Rodriguez Segarra
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Jim Hemphill
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Flynn Zito
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Ryan Haiss
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Flynn Zito Capital Management
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Avior Wealth
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Mark Brinser
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Stewardship Advisors
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Credit Cards
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