Browsing: Personal Finance

Recently, 59% of small businesses reported being in fair or poor financial condition, according to the Federal Reserve Banks’ Small Business Credit Survey. Despite the economic…

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an…

One of my favorite financial planning clients represents a story that is part success, part sadness. Betty, we’ll call her, married young and became a widow…

Annuities are setting sales records, thanks to higher interest rates, lower stock prices, and aging Baby Boomers. It’s been years since annuities were able to offer…

Dear Quentin, I’ve been married 26 years, and my husband and my father have never really gotten along well. At some point in the near future,…

Dear Quentin, I bought my home in California for $520,000 in 2017. It’s now worth $980,000. In 2019, I met my now-wife who moved in at…

Samantha and Michael Bahil had about $50,000 of car and student debt between them when they took out a $20,000 loan for their wedding.After the wedding,…

My family member was clear: She wanted her life to end without extreme measures — to go when it was “her time” with no life support,…

On average, 4.4 million businesses are launched each year in the United States. So much advice is available for new entrepreneurs who are ready to start…

Dear Quentin, My father died in 2018 and everything passed to my mother per their wills that were made in 2015. My sister, brother and I…