I told my bank to fund a backdoor IRA, but my adviser left the money in the wrong account. Should I sue?
“The return value of the IRA account increased about 20% that year.”
Quentin Fottrell
My husband and I spend more money on our daughter and her family than on my single son. Do we compensate him?
“I want to be as fair as possible and avoid any potential resentment down the line.”
My husband and I spend far more on our daughter and her family than on my single son. Do we compensate him?
“I want to be as fair as possible and avoid any potential resentment down the line.”
‘I’m flabbergasted’: My friend wants to borrow $5,800 to save his home from foreclosure. What should I do?
“I previously loaned a friend $7,000, and she later died.”
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I’m 65 and a widow with 5 children. Should I split my $1.1 million nest egg between them while I’m still alive?
“I receive part of my late husband’s government annuity, which is enough for me to live off.”
‘We live modestly’: My wife and I have $900K in stocks and $380K in savings and CDs. Do we have too much cash?
“My investment adviser says we have too much invested in cash instruments.”
‘We live modestly’: My wife and I have $900K in stocks and $380K in savings and CDs. Are we holding too much cash?
“My investment adviser says we have too much invested in cash instruments.”
My husband and I have $3M and are blessed with 3 children. Are we obliged to give them each $50K for their education?
“Do we have an inherent responsibility to support our children with college and perhaps skimp on early retirement?”
I’m 65 and a widow with 5 children. Should I give them my $1.1 million investment account while I’m still alive?
“I receive part of my late husband’s government annuity, which is enough for me to live off.”