Alisa Wolfson

Los Angeles

Personal Finance Columnist at MarketWatch

Personal finance columnist @Marketwatch

Articles

‘I have very little money.’ I’m 80 with just $150K in CDs that will mature soon. Now what?

5 days ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: April 18, 2025 at 3:37 p.m. ET Photo: Getty Images/iStockphotoQuestion: “I’m 80 years old and I have very little money — about $150,000 in CDs that will mature soon.
‘Can I retire at 64?’ I’m single with about $1M saved and will inherit $600K. But I have $38K in credit card debt and $3K-$5K in monthly expenses. Who can help?

1 week ago | msn.com | Alisa Wolfson

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Amid Trump’s tariffs, 5 financial pros share their thoughts on stockpiling

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreShould you stock up on certain items? Updated: April 13, 2025 at 8:40 a.m. ET Photo: Getty Images/iStockphotoThe headlines this past week were dominated by news of tariffs. On Friday, China upped its tariff on U.S. imports to 125%, after President Donald Trump noted that U.S. tariffs on China were 145%.
‘It’s a bit much.’ A financial adviser charged this fee for a client’s $500K investment. Was it reasonable - or not?

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: April 11, 2025 at 10:12 a.m. ETQuestion: “I have a financial adviser right now that is charging 1.5 % on a $500,000 portfolio. I am thinking that may be an excessive fee.
‘Is it too late in the game?’ I’m just 8 months from retirement and facing this ‘once in a lifetime experience.’ Now what?

2 weeks ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: April 8, 2025 at 10:09 a.m. ETQuestion: “I’m eight months from retirement and I’m not sure what to do with my money. Is it too late in the game to hire a financial adviser?
We’re in our 60s and earn over $11K per month - but now we’re caring for a 5-year-old and facing a mortgage with 25 years left. Help.

2 weeks ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected]. Updated: April 7, 2025 at 5:18 a.m. ETQuestion: “I am 60 year and on Social Security disability for $3,100 a month.
I’m 72 and still working with $500K in my 401(k). I don’t want to take RMDs. What options do I have?

2 weeks ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial planner or looking for a new one? Email [email protected]. Updated: April 4, 2025 at 2:43 p.m. ETQuestion: “I’m 72 and I have a 401(k). I realize that RMDs kick in when I turn 73 next year, but as I’m still working, I don’t need them yet.
As mortgage rates continue to ‘tick down,’ here’s what 4 pros say will happen next

3 weeks ago | flipboard.com | Alisa Wolfson

NowIf you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility. “Stay the course.” “Tune out the noise.” “Focus on the long term.” That’s the advice that experts typically play on repeat at times like these, when …
‘Atrocious.’ I got ‘tangled up’ with an adviser who invested my $500K and charged 2%. But I’m getting a 26% return. Now what?

3 weeks ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: April 3, 2025 at 10:00 a.m. ET Photo: Getty Images/iStockphotoQuestion: “I got tangled up with an adviser who invested $500,000 of my money in several front-end load Invesco funds.
‘I want to be able to retire comfortably.’ I’m 53 and my mom died, leaving $90K in IRAs for me. Now what?

3 weeks ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerIs there a pro who can help me figure this out? Updated: April 2, 2025 at 6:30 a.m. ETQuestion: “My mother passed away and left her IRA accounts to me. I’m not happy with my current financial adviser.

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alisa wolfson @alisawolfson

7 Nov 24

RT @RyanHaissCFP: With potential Fed rate cuts on the horizon, it's crucial to avoid common financial mistakes. I shared my insights in t…

alisa wolfson @alisawolfson

11 Sep 24

RT @FlynnZito: ‘I forfeited all my money.’ I had $15K in a brokerage account, but after my phone was stolen, I discovered the money was mis…

alisa wolfson @alisawolfson

21 Aug 24

RT @CFPBoard: As your $150K CD matures, how should you reinvest? CFP Board Ambassador Don Grant, CFP® provides guidance on navigating your…

Alisa Wolfson

Articles

‘I have very little money.’ I’m 80 with just $150K in CDs that will mature soon. Now what?

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

Amid Trump’s tariffs, 5 financial pros share their thoughts on stockpiling

‘It’s a bit much.’ A financial adviser charged this fee for a client’s $500K investment. Was it reasonable - or not?

‘Is it too late in the game?’ I’m just 8 months from retirement and facing this ‘once in a lifetime experience.’ Now what?

We’re in our 60s and earn over $11K per month - but now we’re caring for a 5-year-old and facing a mortgage with 25 years left. Help.

I’m 72 and still working with $500K in my 401(k). I don’t want to take RMDs. What options do I have?

As mortgage rates continue to ‘tick down,’ here’s what 4 pros say will happen next

‘Atrocious.’ I got ‘tangled up’ with an adviser who invested my $500K and charged 2%. But I’m getting a 26% return. Now what?

‘I want to be able to retire comfortably.’ I’m 53 and my mom died, leaving $90K in IRAs for me. Now what?

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Emails

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