‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

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

Why I refuse to offer hourly planning

Over the years, I’ve collected many cautionary tales from clients about their experiences with other advisors — true horror stories from real people. One client, a nurse, brought in a six-inch-high ...
MarketWatch

I don’t want to pay 1% to a financial adviser. But I’m finding it impossible to find a good adviser who charges hourly. What gives?

Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...
WealthManagement.com

Planning at the Eleventh Hour: Part II

In our prior article, 1 we introduced a 20-point checklist for practitioners to consult when planning for clients who are near death and require last-minute (or eleventh hour) tune-ups to their estate ...

I live in Florida and have over $500K invested, but I want to spread out the risk and get a financial plan together. What’s my move?

MarketWatch Picks highlights items we think you’ll find useful; the MarketWatch News staff is not involved in creating this ...