It’s too good to be true — but you may not believe it. How to listen when investment pros say ‘back off.’

Losing $150,000 in crypto, being convinced of easy money in real estate, and other dangers from unrealistic expectations.
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I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

I’m 39, my wife is 37 and we have about $315K saved. But we have two young kids and college to think about. How are we doing?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Celebrate World Financial Planning Day every day

On Oct. 8, the world paused to observe World Financial Planning Day—an annual event meant to raise awareness of the power and ...