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It’s ‘Really Hard.’ I’m 54 With Just $60K to My Name. I Want Professional Help but Who Will Work With Someone Like Me?
A 54-year-old with $60,000 is struggling to find a trustworthy financial advisor willing to work with someone who has limited assets. The author recommends they look for a CFP® professional, especially one who doesn't require minimum assets.
MarketWatchAlisa Wolfson
July 4, 2025