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I'm 67 and want to retire in 3 years. I have multiple IRAs and 'desperately' need a financial adviser. But what should I be looking for? - Vimarsana News

I'm 67 and want to retire in 3 years. I have multiple IRAs and 'desperately' need a financial adviser. But what should I be looking for?

Published: February 14, 2024

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

Source: marketwatch.com
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I's 76 with $11K in Social Security and $450K saved. How can a financial adviser help? - Vimarsana News

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

Published: February 9, 2024

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

Source: marketwatch.com
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United StatesAlonso Rodriguez SegarraAnthonyj OgorekFlynn ZitoJames DanielAdvisory FirmFinancial Planning AssociationSocial SecurityJohn BovardIncline WealthJim KinneyRyan HaissFlynn Zito Capital ManagementMarketwatch PicksOgorek Wealth ManagementArticle NormalBanking CreditFinancial ServicesPolitical General NewsPersonal FinanceRetirement PlanningGeneral News
I had 'the worst' financial planner who made more money than me. What's my move? - Vimarsana News

I had 'the worst' financial planner who made more money than me. What's my move?

Published: February 2, 2024

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

Source: marketwatch.com
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Flynn ZitoJim HemphillRyan HaissFlynn Zito CapitalArticle NormalFinancial Investment ServicesInvestment Advice Research ServicesFinancial ServicesInvesting SecuritiesCorporate Industrial NewsPolitical General NewsPersonal FinanceIndustrial NewsGeneral NewsInvestment AdviceResearch Services
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? - Vimarsana News

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?

Published: January 23, 2024

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

Source: marketwatch.com
Related Topics:
John EatonAlonso Rodriguez SegarraJim HemphillFlynn ZitoRyan HaissFlynn Zito Capital ManagementAvior WealthMark BrinserStewardship AdvisorsArticle NormalCredit Types ServicesCredit CardsBanking CreditFinancial ServicesFinancial TechnologyElectronic Payment SystemsPolitical General NewsIndividual Retirement AccountsMortgage Planning TrendsPersonal FinanceReal Estate PropertyRetirement PlanningGeneral NewsMortgage PlanningReal Estate
She's looking for a 'Christian-oriented' trustee and financial adviser. But how much does religion matter here? - Vimarsana News

She's looking for a 'Christian-oriented' trustee and financial adviser. But how much does religion matter here?

Published: January 19, 2024

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

Source: marketwatch.com
Related Topics:
Charles SchwabAlonso Rodriguez SegarraRyan HaissJim HemphillNational Association Of Personal Financial AdvisorsGetty ImagesRaymond JamesNational AssociationPersonal Financial AdvisorsFlynn Zito CapitalArticle FeaturedBanking CreditFinancial ServicesInvesting SecuritiesCorporate Industrial NewsPolitical General NewsSociety CommunityPersonal FinanceIndustrial NewsGeneral News