We all know our parents will eventually age and pass — why is it always still a surprise? What can we learn from someone who works with these groups every day? We spoke with Bonnie Lerner, founder of KinForward, which coordinates team support across counselors, caregiver logistics and even death doulas to help adult children take care of themselves while also taking care of parents in the final stages of aging.

For new clients who join our firm between June 1 and July 31, 2026, we’re reducing our one-time onboarding fee, just to lighten one potential excuse for a little more procrastination.

The Wall Street Journal shares a “yuppie campfire tale”: a man’s million-dollar 401(k) is left to his ex-girlfriend, as he’d scribbled her name on paperwork decades earlier when he started his new job, and never updated the paperwork. Oops?

Account beneficiary designations are a pesky chore, but they bypass your will, and it’s worth the time to get them right. Read on for 101 that somehow never made it your way during high school.

There’s two potential buckets of funding for your child’s college tuition: there’s cash, and then there’s investment gains and tax savings. A lump-sum superfunding strategy optimizes for the latter, and the dollars associated with its success may shock you.

What are private real estate syndications? Why haven’t you heard of them – and could they be a good idea for you? This world of investment opportunities is decently hush-hush. However, for those who have already checked boxes for cash savings, retirement strategy, investing for kids’ education and other goals, these deals may provide interesting diversification to an overall portfolio. And compared to life as a hobbyist landlord, these deals can provide real estate exposure with greater diversification across opportunities — and fewer headaches.