Articles | Advise Financial

Articles, Press Releases, and Media Mentions

In this section you will find articles where we have had the honor of participating either as Advise Financial or through mentions made by our CEO, Alonso Rodríguez Segarra CFP(R) Hourly Financial Planner.

I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few properties. Am I on pace for a good retirement or should a pro help?

‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me first. Now what?

MARKETWATCH

‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser really worth it?

MARKETWATCH

‘I should be way ahead of this.’ I’m 69 and have been faithfully putting $500 a month into a Roth IRA, but only have $34,000 saved. Who can help me?

MARKETWATCH

Is Life Insurance Worth It?

MONEYGEEK

How to Use Life Insurance as an Investment

MONEYGEEK

My wife and I are 41, live in Florida and make over $200,000 a year – but we’ve never had a financial adviser. Where do we start?

MARKETWATCH

‘I should be way ahead of this.’ I’m 69 and have been faithfully putting $500 a month into a Roth IRA, but only have $34,000 saved. Who can help me?

MARKETWATCH

My adviser put me in 100% bonds in August. It was ‘ill-timed’ and I’m still down. What’s my move?

MARKETWATCH

I trusted my adviser, giving him $375,000 to invest. But he lost $80,000 and charged me 1.5% to do it. What’s my move?

MARKETWATCH

My wife and I invested $700,000 at the end of 2021 — but after 2 years, we were down $35,000 and still haven’t seen gains. What’s our move?

MARKETWATCH

We’re retired and have had our financial adviser for years, but ‘we don’t even know how his compensation is handled.’ How do we find this out?

MARKETWATCH

We’re in our 70s in Boca Raton with a net worth of about $2 million – and rental properties, Social Security and an annuity. What’s next for us?

MARKETWATCH

I invested a little over $250,000 with my financial adviser, who is charging me 1.15%. Is he ripping me off?

MARKETWATCH

I retired 6 years ago and hired a financial adviser. He recommended annuities, but they only yield about 2%. Now what?

MARKETWATCH

My wife and I are 66, and our adviser has us in 94% equities. We’re thinking about more secure investments, but he says to stay the course. What gives?

MARKETWATCH

I have multiple IRA accounts and I want to retire soon, what type of advisor should I look for?

MARKETWATCH

My wife and I have $2.3 million but we pay $15,500 each year to our financial advisor.

MARKETWATCH

7 signs you need a financial adviser in 2024

MARKETWATCH

‘I lost over $200,000 through mismanagement.’ I had a nice retirement fund, but my adviser screwed up — and at 75, I have to go back to work. What do I do?

MARKETWATCH

‘I can’t afford to keep losing.’ I’m a 60-year-old Alabama widow. My $118,000 IRA has lost 7% since September. Do I need a pro to help?

MARKETWATCH

Our financial adviser sunk our $300,000 into a REIT 10 years ago — and we think he got a $25,000 fee. Now we don’t know if we’ll ever recoup our money

MARKETWATCH

I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?

MARKETWATCH

I have $47K in student debt and $1.2K in credit card debt, but will be making $73K a year soon. I don't know about money though, so what's my move?

MORNINGSTAR

Is $1 million enough to retire on? Maybe not, say 1 in 3 rich people. Here’s what to do to try to avoid outliving your savings now.

MARKETWATCH

Are we simply ‘not rich enough’? My husband and I want a financial adviser, but the well-regarded ones seem to only help people with ‘way more money.’ What’s our move?

MARKETWATCH

My husband got me into financial trouble after I applied for a green car. Who can help me now?

MARKETWATCH

I have to “beg and beg” my financial advisor when I want to withdraw money

MARKETWATCH

I’m 67 and I have been in a relationship for 33 years. Now that we are considering marriage, who can help us figure this out?

MARKETWATCH

This CD is offering 6.5% — and 5 more certificates of deposit with APYs of 6% or higher

MARKETWATCH

I’m 54 and can retire in 2 years with a $6,000-a-month pension and $800,000 in my 401(k). I want to move to Florida. Who can help?

MARKETWATCH

My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?

MARKETWATCH

I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?

MARKETWATCH

After 3 divorces, I pretty much have nothing in the bank.’ I’m retired for medical reasons, but now taking ‘large hits’ on my money. Where do I turn for help?

MARKETWATCH

Plenty of CDs and savings accounts now pay 5% or higher. These 2 questions can help you pick which is right for you

MARKETWATCH

If I wasn’t afraid of finances, I would just retire

MARKETWATCH

‘I believe my brother is robbing me.’ But I can’t find the name of my adviser so I can ask questions. What do I do?

MARKETWATCH

I’m 57 and own a home, but have a low income. Who can help me secure my financial future?

MARKETWATCH

‘I can’t shake the feeling that this is a total conflict of interest.’ I’m paying multiple fees to my adviser — and he just uses models to decide how to invest. What do I do?

MARKETWATCH

I have an IRA with $800,000 in it. Is a 1% fee to my financial adviser ‘reasonable’ to pay

MSN

I’m 65 with no 401(k) and just $6,000 in savings. At this point, can a financial adviser even help me?

MARKETWATCH

‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement.

MARKETWATCH

I couldn’t sleep last night.’ I’m 58 with $620K in my 401(k) and a $1.7M house — but live in California. What’s my move? Should I hire a pro?

MARKETWATCH

With impressive APYs — sometimes up to 6% or 7% — CDs are tempting. But here’s when CDs just aren’t worth it.

MARKETWATCH

These brands do not belong to us and are used solely for educational and non-profit purposes.
All information provided through Advise Financial^® Insight, is for educational purposes only and does not constitute legal, tax, or investment advice, an offer to buy or sell a security or security product, or an endorsement of a third party or the options of such third party. Provided there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, people, or views outside of Advise Financial LLC. All examples are hypothetical and for educational purposes. Contact us for complete information based on your circumstances and for personalized advice on individual investments. The videos presented on the website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance products.

Articles, Press Releases, and Media Mentions

In this section you will find articles where we have had the honor of participating either as Advise Financial or through mentions made by our CEO, Alonso Rodríguez Segarra CFP(R) Hourly Financial Planner.

I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few properties. Am I on pace for a good retirement or should a pro help?

‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me first. Now what?

‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser really worth it?

‘I should be way ahead of this.’ I’m 69 and have been faithfully putting $500 a month into a Roth IRA, but only have $34,000 saved. Who can help me?

Is Life Insurance Worth It?

How to Use Life Insurance as an Investment

My wife and I are 41, live in Florida and make over $200,000 a year – but we’ve never had a financial adviser. Where do we start?

‘I should be way ahead of this.’ I’m 69 and have been faithfully putting $500 a month into a Roth IRA, but only have $34,000 saved. Who can help me?

My adviser put me in 100% bonds in August. It was ‘ill-timed’ and I’m still down. What’s my move?

I trusted my adviser, giving him $375,000 to invest. But he lost $80,000 and charged me 1.5% to do it. What’s my move?

My wife and I invested $700,000 at the end of 2021 — but after 2 years, we were down $35,000 and still haven’t seen gains. What’s our move?

We’re retired and have had our financial adviser for years, but ‘we don’t even know how his compensation is handled.’ How do we find this out?

We’re in our 70s in Boca Raton with a net worth of about $2 million – and rental properties, Social Security and an annuity. What’s next for us?

I invested a little over $250,000 with my financial adviser, who is charging me 1.15%. Is he ripping me off?

I retired 6 years ago and hired a financial adviser. He recommended annuities, but they only yield about 2%. Now what?

My wife and I are 66, and our adviser has us in 94% equities. We’re thinking about more secure investments, but he says to stay the course. What gives?

I have multiple IRA accounts and I want to retire soon, what type of advisor should I look for?

My wife and I have $2.3 million but we pay $15,500 each year to our financial advisor.

7 signs you need a financial adviser in 2024

‘I lost over $200,000 through mismanagement.’ I had a nice retirement fund, but my adviser screwed up — and at 75, I have to go back to work. What do I do?

‘I can’t afford to keep losing.’ I’m a 60-year-old Alabama widow. My $118,000 IRA has lost 7% since September. Do I need a pro to help?

Our financial adviser sunk our $300,000 into a REIT 10 years ago — and we think he got a $25,000 fee. Now we don’t know if we’ll ever recoup our money

I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?

I have $47K in student debt and $1.2K in credit card debt, but will be making $73K a year soon. I don't know about money though, so what's my move?

Is $1 million enough to retire on? Maybe not, say 1 in 3 rich people. Here’s what to do to try to avoid outliving your savings now.

Are we simply ‘not rich enough’? My husband and I want a financial adviser, but the well-regarded ones seem to only help people with ‘way more money.’ What’s our move?

My husband got me into financial trouble after I applied for a green car. Who can help me now?

I have to “beg and beg” my financial advisor when I want to withdraw money

I’m 67 and I have been in a relationship for 33 years. Now that we are considering marriage, who can help us figure this out?

This CD is offering 6.5% — and 5 more certificates of deposit with APYs of 6% or higher

I’m 54 and can retire in 2 years with a $6,000-a-month pension and $800,000 in my 401(k). I want to move to Florida. Who can help?

My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?

I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?

After 3 divorces, I pretty much have nothing in the bank.’ I’m retired for medical reasons, but now taking ‘large hits’ on my money. Where do I turn for help?

Plenty of CDs and savings accounts now pay 5% or higher. These 2 questions can help you pick which is right for you

If I wasn’t afraid of finances, I would just retire

‘I believe my brother is robbing me.’ But I can’t find the name of my adviser so I can ask questions. What do I do?

I’m 57 and own a home, but have a low income. Who can help me secure my financial future?

‘I can’t shake the feeling that this is a total conflict of interest.’ I’m paying multiple fees to my adviser — and he just uses models to decide how to invest. What do I do?

I have an IRA with $800,000 in it. Is a 1% fee to my financial adviser ‘reasonable’ to pay

I’m 65 with no 401(k) and just $6,000 in savings. At this point, can a financial adviser even help me?

‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement.

I couldn’t sleep last night.’ I’m 58 with $620K in my 401(k) and a $1.7M house — but live in California. What’s my move? Should I hire a pro?

With impressive APYs — sometimes up to 6% or 7% — CDs are tempting. But here’s when CDs just aren’t worth it.

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