I’m 65 and semi-retired, having amassed $1.8 million myself with “lots of risky small caps,” tech stocks, and a few ETFs. I also have 20% cash. Am I doing it right? Do I need a consultant for help?

How to find the right financial advisor for you. Getty Images Question: I have always been a self-directed investor, although …

I’m 65 and semi-retired, having amassed $1.8 million myself with “lots of risky small caps,” tech stocks, and a few ETFs. I also have 20% cash. Am I doing it right? Do I need a consultant for help? Read More

I’m 65 and semi-retired, having amassed $1.8 million myself with “lots of risky small caps,” tech stocks, and a few ETFs. I also have 20% cash. Am I doing it right? Do I need a consultant for help?

How to find the right financial advisor for you. Getty Images Question: I have always been a self-directed investor, although …

I’m 65 and semi-retired, having amassed $1.8 million myself with “lots of risky small caps,” tech stocks, and a few ETFs. I also have 20% cash. Am I doing it right? Do I need a consultant for help? Read More

“They have no idea about money.” My daughter has a spending problem and her husband, who has a trust fund until he’s 30, says yes to everything she wants. But what happens when the money runs out? Do they need professional help?

How to find the right financial advisor for your needs. Getty Images Question: I just spent six weeks trying to …

“They have no idea about money.” My daughter has a spending problem and her husband, who has a trust fund until he’s 30, says yes to everything she wants. But what happens when the money runs out? Do they need professional help? Read More

“They have no idea about money.” My daughter has a spending problem and her husband, who has a trust fund until he’s 30, says yes to everything she wants. But what happens when the money runs out? Do they need professional help?

How to find the right financial advisor for your needs. Getty Images Question: I just spent six weeks trying to …

“They have no idea about money.” My daughter has a spending problem and her husband, who has a trust fund until he’s 30, says yes to everything she wants. But what happens when the money runs out? Do they need professional help? Read More

We earn $7,000 a month, have $798,000 in retirement and will receive pensions. But we want to help our child buy a house and my wife wants to retire at 55. Do we need professional help?

How to find the right financial advisor for you Getty Images/iStockphoto Question: As teachers, my wife and I bring home …

We earn $7,000 a month, have $798,000 in retirement and will receive pensions. But we want to help our child buy a house and my wife wants to retire at 55. Do we need professional help? Read More

We earn $7,000 a month, have $798,000 in retirement and will receive pensions. But we want to help our child buy a house and my wife wants to retire at 55. Do we need professional help?

How to find the right financial advisor for you Getty Images/iStockphoto Question: As teachers, my wife and I bring home …

We earn $7,000 a month, have $798,000 in retirement and will receive pensions. But we want to help our child buy a house and my wife wants to retire at 55. Do we need professional help? Read More

“Should I wait until the market calms down or pull the trigger now?” I’m tired of my brokerage charging 1%, and I want to move my money now, but I don’t want to lock in the losses. What is my move?

Is 1% too much to pay? Getty Images/iStockphoto Question: My current brokerage account charges 1% and also has high priced …

“Should I wait until the market calms down or pull the trigger now?” I’m tired of my brokerage charging 1%, and I want to move my money now, but I don’t want to lock in the losses. What is my move? Read More

“My friends and family say I’m rich.” I am 26 years old and make $100,000 a year living in St. Louis where I pay $850 in rent. But I can’t afford to buy a house and I lose money when I invest. Would hiring a financial advisor be a smart move?

Do you need a financial advisor if you are feeling tired with money? Getty Images/iStockphoto Question: I’m a 26 year …

“My friends and family say I’m rich.” I am 26 years old and make $100,000 a year living in St. Louis where I pay $850 in rent. But I can’t afford to buy a house and I lose money when I invest. Would hiring a financial advisor be a smart move? Read More

“My friends and family say I’m rich.” I am 26 years old and make $100,000 a year living in St. Louis where I pay $850 in rent. But I can’t afford to buy a house and I lose money when I invest. Would hiring a financial advisor be a smart move?

Do you need a financial advisor if you are feeling tired with money? Getty Images/iStockphoto Question: I’m a 26 year …

“My friends and family say I’m rich.” I am 26 years old and make $100,000 a year living in St. Louis where I pay $850 in rent. But I can’t afford to buy a house and I lose money when I invest. Would hiring a financial advisor be a smart move? Read More