I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
I’m not happy with my current financial planning team. My situation is a bit complex because my husband is disabled and I’m retiring this year. How do I end my current planning relationship and find a ...
I’m 70 and retired with a $40K annual income and $200K in CDs. But will it last? Who can help me figure this out?
I’m 70 and have been retired for seven years. I have $200,000 in certificates of deposit, and get a $40,000 annual retirement income from two retirement accounts, Social Security and a pension. My ...