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“We’ve supported the same cause for decades, but now our kids want to bring in new priorities. How do we...

“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs,...

“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and...

One of the common things I hear from families goes something like this:“When my parents passed, it was a mess....

My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five,...

We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But...

“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in...

Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate...

“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis...

“My brother is buying a new home but won’t close on his current home until after the purchase. He asked...