‘I feel cheated.’ I’m 75 and want to fire my tax preparer and financial adviser, as I owe five figures to the IRS. I’m still driving my 2013 Nissan and can’t afford ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Thinking of Changing Your Financial Advisor? What to Know

Learn when and how to switch financial advisors.
Money Talks News on MSN

Is Your Financial Advisor Putting Your Interests First? the One Question You Need to Ask

Learn about a simple yet powerful way to determine whether you can truly trust your financial advisor with your hard-earned ...

‘Should I just continue to go along with it?’ I have $700K with my adviser and he charges 1.2%, but he doesn’t deal with my taxes. Am I getting ripped off?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
Financial Planning

5 key questions to calculate the new alternative minimum tax

The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're ...

Only 41% of Americans Use a Financial Advisor—And Most Younger Adults Shun the Professionals

People turn to financial advisors for guidance with issues like retirement planning, estate planning and life insurance.

I’m a Financial Advisor: Here’s How To Turn $100K Into Monthly Income for Life

Financial expert Andrew Lokenauth shares how to invest $100K wisely to create balanced, diversified income that can last for decades.

When a Couple Divorces, Their Financial Advisor May Have to Sever Ties as Well

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says ...

American Express Expands Trip Cancel Guard, Adding More Flexibility For Flight Cancellations

American Express is expanding its optional benefit, Trip Cancel Guard, giving eligible cardholders the ability to purchase ...

Ready to Retire? Use ChatGPT to Minimize Fees and Optimize Your Financial Future Effortlessly

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.
Financial Planning

Dynasty collab vets options for indie-curious wirehouse advisors

Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether ...

10 questions to ask when choosing a wealth advisory

Many people know to spend extensive time and energy searching for the most capable and experienced doctors. The same effort ...