Money Digest on MSN

5 questions you should ask a financial planner before hiring them

Before you hire a financial planner, you need to make sure they're a good fit for your long-term goals. Asking these ...
Nasdaq

The 4 Longevity Questions You Should Ask Your Financial Planner

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or ...
Los Angeles Times

You’ll probably live longer than you think. Here are 4 longevity questions to ask your financial planner

Only one-third of men correctly estimated how long a 60-year-old man in the U.S. could expect to live, according to a 2022 TIAA Institute survey. And fewer than half of women got it right for a ...
Chattanooga Times Free Press

Knowing the right questions to ask can save time and money when choosing a financial planner. Here are 5 tips to get started.

When it comes to finding the right financial planner, knowing the right questions to ask can save a lot of time and money. It's also a decision that can affect your life for years to come. We asked ...
24/7 Wall St

10 Questions to Ask a Financial Planner About Social Security

Talking with a financial advisor may be the best decision around Social Security. Financial advisors are well-versed in Social Security benefits to help you figure out your next steps. Are you ahead, ...
Business Insider

A financial planner shares 3 questions to figure out if you're ready to buy a home, no matter how much interest rates fall

Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See ...
Nasdaq

I’m a Financial Planner: 8 Top Questions I Get from Gen Z (and Why Everyone Should Ask the Same)

Gen Z (born between 1997 and 2012) is known to be a hustle generation. They’re open to working side hustles and are generally smart with money, often being strategic about how they spend and save in ...

I’ve been contributing to my 401(k) for 25 years — and have never gotten a single statement. How bad is that?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Morningstar

I asked AI and my financial planner the same questions. Here's how they stacked up.

Google's Gemini gave me similar savings advice as my financial planner - but here's why I don't plan on getting rid of my human adviser anytime soon When I logged onto Zoom (ZM) for my first-ever ...
New Orleans City Business

The 4 longevity questions you should ask your financial planner

Only one-third of men correctly estimated how long a 60-year-old man in the U.S. could expect to live, according to a 2022 TIAA Institute survey. And fewer than half of women got it right for a ...
The Post-Journal

Millennial Money: The 4 Longevity Questions You Should Ask Your Financial Planner

Only one-third of men correctly estimated how long a 60-year-old man in the U.S. could expect to live, according to a 2022 TIAA Institute survey. And fewer than half of women got it right for a ...