Dear Quentin, My grandfather, 86, recently changed his mind to specifically exclude my mother – his daughter – and leave everything to me. If my mother is listed as a beneficiary on one of his…
I am a 55 year old single woman with a 19 year old child and a lawyer. My annual salary is $ 295,000. I own a $ 490,000 home. (I have $ 110,000 left to…
Amazon.com Inc. investors rejected all eleven proposals from shareholders at the company’s annual meeting this week. However, the vote numbers released on Friday show that a significant number of investors want more transparency about the…
These items Reprinted with permission from NerdWallet. Many US households retire without enough money to maintain their standard of living before retirement. However, according to a recent study by David Blanchett, director of retirement research…
Dear Quentin, After graduating from graduate school, my wife and I decided to pay off all of our debts before buying a house or something. We have rented cheaply for the past three years and…
Dear Quentin, I was released last year for COVID-19. I want to work, but finding something close to home isn’t a problem and long-distance commuting isn’t an option for me. Our home and vehicles are…
On paper, it checks all the boxes. It provides a defined amount of income in retirement that’s adjusted to a standard-of-living index. You get to contribute as much or as little as you want toward…
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