‘He’s very short-tempered’: My husband won’t sell his home so we can combine our finances and live in comfort. Am I unreasonable?June 6, 2026
My golf buddy dropped me when I didn’t make him my financial adviser. Be careful who you trust. Personal Finance May 27, 2026 “Friendliness alone is not a sufficient reason to trust someone with your finances.”
‘This is unbelievable’: My adviser made $300,000 trading options. Now I’m being killed by taxes. Do I fire him? Personal Finance April 21, 2026 “I am getting hit with IRMAA in two years.”
‘Some stocks have risen, but others have flopped’: I will soon inherit my parents’ $1.5 million estate. Do I fire the adviser who charges a 3% fee? Personal Finance April 20, 2026 “This broker does not achieve returns better than the S&P 500.”
‘It feels slimy’: My friend offered to be my adviser, but didn’t tell me he’s paid to push financial products. Can I trust him? Personal Finance March 24, 2026 “His revenue sharing, which he did not disclose, creates conflicts of interest as advisers may be incentivized to recommend funds…
Should I use the financial adviser at the firm holding my $1.4 million 401(k)? Personal Finance February 21, 2026 “I am considering having her manage my portfolio for a 0.83% assets-under-management fee.”
