Articles with Thayer Financial interviews

‘Can I retire at 64?’ I’m single with about $1 million saved and will inherit $600,000. But I have $38,000 in credit card debt and $3,000-$5,000 in monthly expenses. Who can help?

MarketWatch

The Best Places to Retire in North Carolina

U.S. News

9 Advisors Show What Their Client Meeting Rooms Really Look Like: Advisors’ Advice

Think Advisor

Advisers weigh in on SECURE Act, approved by House and on way to Senate and the White House

InvestmentNews

‘Nobody does things for free, so what’s the deal here?’ I asked my adviser what I’m paying in fees, and this is the mumbo jumbo he gave me. What’s my move?

MarketWatch

I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that…

MarketWatch

I have $7M with my adviser. He wants to convert $2M of that into an annuity he says guarantees 9%. Should I be wary?

MarketWatch

‘It could cost you over 60% if you get it wrong.’ Don’t make this mistake with inherited money, pros say

MarketWatch

I’m 93 and healthy with $475K saved. I get $1,550 per month in Social Security and pay $3,000 in rent. But I might live to 100. So now what?

MarketWatch

‘I want my money to make money.’ My adviser charges me 1.7%, and my pre-tax investments earned 6.5%, while my Roth had a 12.5% gain. What’s going on? 

MarketWatch

At 70, I’ve been retired for 7 years with an $80K annual retirement income. I have $200K in CDs, but they’re coming due. What’s my move?

MarketWatch

‘I know this is risky.’ We’re in our 60s with $500K that’s invested to mirror the S&P. But we have no debt and get $15K per month from government pensions and Social Security. What’s next for us?

MarketWatch

If a ‘highly sophisticated’ adviser gets his elderly client to name him co-executor of his will — and gets $23K for doing it — is this allowed? – MarketWatch

MarketWatch

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