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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?
June 13
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A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?
May 28
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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?
May 13
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A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.
April 30
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A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?
April 17
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How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.
April 5
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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?
March 26
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A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13
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Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.
February 28
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A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?
February 16
