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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.

Denmark
United-states
Danish
Americans
James-daniel
Alonso-rodriguez-segarra
Cristina-guglielmetti
Jim-hemphill
Ryann-haiss
Mark-struthers
Advisory-firm
Social-security

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
Jim-hemphill
Ryan-haiss
Flynn-zito-capital
Article-normal
Mpsmartasset
Financial-investment-services
Investment-advice-research-services
Financial-services
Investing-securities
Corporate-industrial-news

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.

Kentucky
United-states
Jim-hemphill
Consumer-financial-protection-agency
Garrett-planning-network
National-association-of-personal-financial-advisors
Kentucky-securities-division
Federal-trade
Joey-casolaro
Highland-financial
Mike-palmer
Ark-royal-wealth

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
Bri-conn
James-daniel
Jim-hemphill
David-maurice-at-worthwhile-wealth-council
Advisory-firm
Getty-images
Dan-serra
Sagevest-wealth
David-maurice
Worthwhile-wealth-council
Little-book

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
Alonso-rodriguez-segarra
Jim-hemphill
Flynn-zito
Eaton
Ryan-haiss
Flynn-zito-capital-management
Avior-wealth
Mark-brinser
Stewardship-advisors
Article-normal
Mpsmartasset

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