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‘They all have 2 areas of concern that I do not like.’ I have seven figures saved, and I’ve interviewed a bunch of financial advisers. These are the two things they’ve all told me — what should I do about it?

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‘I really don’t want to work until I’m 67.’ I’m 57, make $100,000 a year, and have $300,000 in my 401(k). But I’m worried about my spending and have debt. Who can help?

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I’m 67 and get $2,100 a month in Social Security. I have been in a relationship for 33 years, but his son doesn’t like me and I have health issues. Now that we are considering marriage, who can help us figure this out?

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

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I’m paying my financial adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?

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I’m 65 and semi-retired, having amassed $1.8 million myself with ‘a lot of risky small caps,’ tech stocks and some ETFs. I also have 20% in cash. Am I doing it right? Do I need an adviser to help?

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‘I am paralyzed with fear.’ My wife and I are 60, with 2 homes, pensions and $950,000 saved for retirement. We want an adviser but fear the wrong choice. What’s our move?

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‘I believe my brother is robbing me.’ But I can’t find the name of my adviser so I can ask questions. What do I do?

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7 signs you need a financial adviser in 2024

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‘My adviser has gone dark.’ My account has $500,000 in it, and I can’t get a hold of my adviser right now. What’s my move?

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This is Warren Buffett’s ‘first rule’ about investing. Here’s what to do if your financial adviser breaks that rule

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This is ‘a big warning sign’ you should find a new financial adviser in 2024

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I want to ‘stem the shrink.’ I’m 66 and my Social Security check is only going to be about $1,000 a month. My only savings is in a 401(k) that is ‘currently shrinking weekly.’ Should I get professional help?

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I’m 45 and a single mom who will get a $100,000 inheritance. I want to take time off, plan for my son’s college and buy a luxury car — but can’t do it all. Can a pro help?

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I’m 66 and hired a financial adviser 8 years ago when I got an inheritance. But I have to ‘beg and plead’ when I want to withdraw money. What gives?

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This is the No. 1 most-recommended CD in December 2023, and it pays up to 5.65%

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This is the No. 1 most-recommended high-yield savings account of December 2023 — and it’s paying up to 5.25%

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I retired in 2021 with $1.8 million. I have only withdrawn $100,000, but my account is now worth just $1.5 million. My financial adviser blames the economy. What should I do?

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I’m 71, live in California and am remarried. My new wife doesn’t have a relationship with my son. I want to ensure he gets an inheritance from me though. What’s my move?

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‘I am new to investing and looking for a financial adviser.’ Are there certain things newbies like me should be watching for?