November 15, 2024Max and Peg have a paid-off home, indexed pensions and an investment portfolio. So why are they falling short of their goals?6 min read
November 8, 2024How can Linda, 81, minimize taxes and ensure her heirs eventually receive as much of her estate as possible? 5 min read
November 1, 2024When should Colin, 64, and Jacki, 62, sell their rental property to help fund retirement? 6 min read
October 25, 2024Margaret, 66, and Jack, 70, are getting married next summer. What should they do with their two homes?6 min read
October 18, 2024Olivia, 55, and Elijah, 65, want to spend $120,000 in retirement. How close are they to hitting that goal?5 min read
October 11, 2024Lars, 43, and Tricia, 44, are worried about financial resilience. How can they prepare for unexpected bad news?6 min read
October 4, 2024How much can Morris, 81, and Penny, 80, afford to gift to their grandchildren?5 min read
September 27, 2024Can Steve and Heather, both 61, help their kids buy homes and still be comfortable in retirement?6 min read
September 20, 2024Mark earns $370,000 per year. Lois earns $30,000. How can they use that big income disparity to their financial advantage? 6 min read
September 13, 2024Can Lynn, 38, and Wyatt, 31, afford to move their family to a better school district?6 min read
September 6, 2024Can Al, 61, and Kate, 57, increase their retirement spending and still leave a sizeable estate?6 min read
August 16, 2024Can Sal, 69, and Carla, 65, retire and still meet their after-tax spending goal?6 min read
July 26, 2024Can Kai and Sandra get back on track after five years living on a financial ‘shoestring’?6 min read
