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Looking for some sage advice. I am 65 and full retired. When I left my last job, I rolled over my 401K to Schwab. At that time, I was receiving financial guidance from someone who recommended that we buy Tesla. At that time one share was going for $832.65. Tesla then did a three way split...

Hope I am asking the right groups. My wife and I opened an education account for our two grandsons. Our son asked if there was any way that we could switch this to an UTMA. It is a Uniform Transfers to Minors Act,. The reason he asked was because he feels that a college education is not as...

We have an acquaintance who gives us financial advice. He has a degree in finance and manages a small group of clients. We started utilizing him in March and he charged $500 to look over our account and to consider rolling over my old 401k to Schwab. He also introduced us to dividends and how...

I'd appreciate any advice on this question. At what point did you determine you need a financial advisor to ensure you were going down the right path for retirement? What were your deciding factors? What did you look for? Ask? My wife and I are at a point where things are winding down and...