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Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

Advisors suggested emphasizing that investment management and financial planning work hand in hand.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.

What happens when a client loses their sense of purpose and identity when they choose to retire?

A financial advisor in North Carolina is looking for a fee-only advisor to offer an advice-only model for his own family. Is this a good idea? If so, what are the considerations?

He owns the home. She pays half the mortgage. Is that fair?

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?

How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.

A mother-to-be in Maine is expecting not only a baby but a generous gift from her father-in-law. How should she make the most of it?

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.