My cousin is about to retire at 55. In the meantime, my last financial advisor told me to pay off my mortgage, which was not good advice. How can I get on the right track?

My cousin is about to retire at 55.  In the meantime, my last financial advisor told me to pay off my mortgage, which was not good advice.  How can I get on the right track?

Question: My cousin recently informed me that he has been working with a financial planner for years and will be retiring at 55. I live in the UK. Is it advisable to hire a financial planner in the UK or have advisors in the US work with international clients? When we sought financial advice 2 …

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A retiree seeks assurance that investment advisors can be trusted to manage her money

A retiree seeks assurance that investment advisors can be trusted to manage her money

What happens when someone with trust issues with advisors decides they need help with their investments? In some cases, they write to me to assure me that they will be supported by a counselor. Here’s the latest: Now that we are both retired, managing our funds is more complex, and although I need support, I …

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