‘I don’t trust my financial guy.’ I’m 67 and trying to live on $2.2K-a-month Social Security. I have $500K with an adviser, who charges 2%, but last year the return was 26%. What’s my move?
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I’m 63, retired and getting $45,000 per year. But I only have about $200,000 in my IRA and still have a mortgage. What’s my move?
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My wife is 9 years older than I am — but makes 50% less. Will I have to retire for her to receive my Social Security spousal benefits?
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I’m 67, married and have two mortgages worth $660,000. Should I use my 401(k) to pay them off?
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