Reading Tips – Investments/Securities

‘Gut feeling.’ When my husband had a stroke, I managed our finances. Now I suspect that we have been cheated by our advisor. Now why?

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'Gut feeling.' When my husband had a stroke, I managed our finances. Now I suspect that we have been cheated by our advisor. Now why?

Question: “My husband who took care of all our finances suffered a stroke. It seems that he will not be able to start his finances from now on. Now I take care of everything and I am burdened by my head. I have the feeling that our financial plan has prepared us to remove a … Read more

‘I never stopped living like a college student.’ I’m 37 years old, I usually only make $13K a year, but I have investments and a $1.2M house. I don’t want to sell it, but I want a lot of money. Now why?

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'I never stopped living like a college student.' I'm 37 years old, I usually only make $13K a year, but I have investments and a $1.2M house. I don't want to sell it, but I want a lot of money. Now why?

Question: “I am 37 years old and together with my partner, we usually had a combined annual income of $10-13K a year. We did not stop living like college students. But thanks to a well-made agreement, I have my house, and it was worth $1.2 million in 2020. My plan was to take that money … Read more