Our kids are grown. It’s time to cancel our Chase Disney Visa. What’s a good credit card for middle age?December 7, 2025
Stocks ‘Poof! His money could disappear’: My boyfriend is 75. His portfolio is down 4% this year. Do we fire his adviser?By AdminJuly 27, 2025 “His portfolio is still down from the April slump when everybody else’s accounts have gone up.”
Stocks ‘I am getting very frustrated’: My mother’s adviser has not returned my calls. He manages $1 million. Is this normal?By AdminJune 1, 2025 “I am not used to this way of doing business.”
Stocks I told my bank to fund a backdoor IRA, but my adviser left the money in the wrong account. Should I sue?By AdminMay 10, 2025 “The return value of the IRA account increased about 20% that year.”
