My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?
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The Moneyist My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional? ‘I’m wondering whether I should ask to work with someone closer to our generation’ Dear Moneyist, I’m a 67-year-old married woman. I had planned to work until I was 70, but after my husband retired last year, I changed my plans and retired on July 1. I’m enjoying my newfound free time. I was recently contacted by the brokerage firm that manages about $500,000 of my investments. I also have $150,000 in a self-directed workplace account at another brokerage and an emergency fund with roughly two years’ worth of living expenses in the bank.
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