Ask an Advisor

A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

Normally, it pays to collect benefits later. But for one retiree with a dire diagnosis, that may not be an option.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.