Estate Planning

‘I ended the relationship after a year.’ I’m 59 and have $750K saved for retirement. I paid a pro $3K to manage my money, but didn’t feel that was worth it. What’s my next move? 

Have a question about your financial adviser or looking for a new one? Email picks@marketwatch.com.

I volunteered after 9/11, and was diagnosed with cancer. I received $225,000 from the Victim Compensation Fund. How would you invest it?

‘I am 70, single with no dependents, still working part-time as a freelance writer and editor, collecting Social Security and a pension.’

We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?

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

Advisor Practice Management Thomas Haught: The Bold Risks That Powered $15B Sequoia Financial

Sequoia Financial Group’s president and CEO on the benefits of M&A and the importance of taking business risks.

Building your financial confidence could be the key to improving your money situation

Seeking education about money is a good way to bolster your confidence, and that can help you achieve your financial goals.

The story of a former Vietnam refugee who went on to become an Apple engineer and a fish sauce entrepreneur

He fled Vietnam decades ago, then worked at Apple for 20 years. Eventually he returned to his native country to start a premium fish sauce company.

I’ve been a stay-at-home spouse for years and my husband is now retired. His 401(k) is in safe investments, but should we get an adviser to help the money grow?

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

How to avoid potential conflict among your kids when leaving an unequal inheritance

You want to treat your kids fairly when it comes to inheritance, but 'fair' doesn’t always mean 'equal,' especially if your assets and situation are complicated

‘I want to start setting up my finances for retirement,’ but I’m wondering: Do I need a financial planner or financial counseling to do it right?  

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

Confessions of a financial planner who’s turning 50

A Gen-Xer, business owner and financial planner reflects upon a few lessons learned as she approaches a birthday milestone, and they can help you, too.

My brother-in-law has menial jobs, borrows money and lives with his parents. Will I be his ‘keeper’ after his parents are gone?

‘He has little to no savings despite having lived at home for roughly the last 10 years.’

Advisor Practice Management UBS’ Douglas Braff: The Night That Made My Career

The wealth management veteran reveals how stumbling upon an arcane document four decades ago led to an illustrious career.

Opinion ‘I have serious concerns about the process of becoming dead.’ Planning for the death I want.

Worth following: These 6 LGBTQ+ financial influencers

These financial influencers from the LGBTQ+ community offer tips on finding affordable housing, starting a business, and finding resources for family planning.

13 must-dos for your preretirement checklist

If you're five to 10 years away from retirement, it's time to get organized.

I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me? 

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

We make $400K a year, but spend $14K a month and need to save for our kids’ college and retirement. Should we hire a pro to help?

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

Advisor Practice Management United Capital, Goldman Sachs Alums Form PE-Backed RIA With National Ambitions

Modern Wealth Management launches with no advisors or clients, but a lot of money and an ambitious growth plan.

Am I too broke to afford a financial adviser?

How much will a financial adviser charge, and do they require a certain amount of money to work with you?