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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.

A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?

After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?

Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.

A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?