I often work with people in many different age groups who have suddenly become wealthy as the result of a windfall inheritance. While there is a need to develop a comprehensive financial plan, it’s ...

Can Mark and Margaret, 45, semi-retire in their mid-50s and give each kid an early $250,000 inheritance? Mark and Margaret ...

Following their father’s wishes while not alienating their brother has been a juggling act, but the plan has been working out ...