Financial Advisor Archives

Ask an Advisor: I’m a 61-year-old widow. Can I collect Social Security on my work record at 62 and then switch to my husband’s at his full retirement of 72?

Looking for Financial Advice for Widows? Meet Financial Advisors Who Help Women After the Loss of a Spouse

What’s the Best Way to Create a Financial Plan?

Looking for a Financial Advisor in Washington, DC?

Ask an Advisor: I’m going to lose my job at a large technology company in a round of layoffs next month. What should I do today to prepare financially?

Ask an Advisor: My wife and I are getting divorced. She wants an unfair amount of child support. She only reports half of her income at tax time, and her lawyer claims she’s entitled. What should I do?

Ask an Advisor: I’m 83 and my wife passed away in 2019. I’m selling the house I lived in since 1977. What is the best thing to do with my money?

Looking for a Financial Advisor in Seal Beach, California?

Looking for a Financial Advisor in Mission Viejo, California?