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My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?

source: news (news:marketwatch)published 2026-07-15 22:35ingested 2026-07-16 08:05

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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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