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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.

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ChatGPT vs. financial adviser: We asked both one question — how should I prepare financially for a recession? Here’s how they stacked up.

Here’s what the latest advances in artificial intelligence say you should do to prepare, and what one human advisor says it “completely misses.”

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Plenty of CDs are now paying 5% or more. Yet most Americans don’t have one. Why?

The latest rates on certificates of deposit

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‘I feel like I’m just a number.’ Is it too much to ask my financial adviser for portfolio reviews at least 4x a year?

Plus, questions you should always ask a potential financial planner.

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Though it’s easing, annual inflation still rose 4.9%, and economists say a recession is likely. Here are 10 money moves to consider in 2023.

As the consumer price index showed slight signs of improvement in April, pros say these steps can help prepare for what may lie ahead.

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‘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.

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‘I am not satisfied with the relationship.’ I have multiple 401(k)s and brokerage accounts. For a few years, I’ve used a financial adviser to help me deal, but want someone new. What’s my move?

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

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‘You’re seeing yields of 5.10%, compared to 1.51% last year.’ Is it time to consider a CD?

The latest interest rates on certificates of deposit

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‘An epidemic in the United States.’ This is how much Americans lose each year to financial mistakes — and it’s at a 6-year high

These are some of the most common financial errors Americans are making.

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7 signs it’s time to fire your financial adviser

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

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3 banks now offer sign-up bonuses of $3,000 or more for opening an account. Here’s what you need to know.

These are the best cash incentives for opening a new bank account in May 2023.

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These 10 CDs now all pay more than 5.1%. But is a CD the right move for you now?

Some banks and credit unions now offer rates 4x higher than the industry average. But will you meet the requirements?

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‘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.

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‘At risk of beginning to pull back.’ Some CDs are now paying 5% or more, but pros say don’t count on that lasting.

Plus, where to get some of the best-paying CDs right now.

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‘The cost is prohibitive.’ For months, I’ve tried to hire a financial adviser, but everyone I found is too expensive. What do I do? 

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

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Are we simply ‘not rich enough’? My husband and I want a financial adviser, but the well-regarded ones seem to only help people with ‘way more money.’ What’s our move? 

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

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At what age should adult children start paying for their own cell phone, car, Netflix and more?  Boomers think one thing — Gen Z another.

Parents are dipping into their savings to help adult kids financially. They're then losing out on the plethora of savings accounts now paying 4% or more.

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Some CDs are paying 5%, and here are the latest average rates on CDs

The latest rates on certificates of deposit

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One of the faces of the FIRE movement ‘had to’ (gasp) ‘go back to work.’  What does this mean if you want to retire early too?

Sam Dogen, known as the Financial Samurai, is heading back to work.

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What most Americans get wrong about savings right now

The latest rates on savings accounts and money market accounts