Certified Financial Planner Board of Standards Inc.
11/17/2025 | Press release | Archived content
'I'm a Big Fan of DIY Investing': I'm 64 and Moving to the U.S. I Have $2.6 Million, but No Social Security. Will I Be Ok
A couple in their 60s with $2.6 million in assets across brokerage accounts and real estate plans to retire next year without Social Security income, but questions whether their do-it-yourself investment approach needs professional oversight. Experts recommend working with a CFP® professional who adheres to fiduciary standards and can provide holistic financial planning beyond investment management alone.
MarketWatchQuentin Fottrell November 17, 2025
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