Christine Benz

Financial planner Elliott Appel discusses difficult housing decisions, setting limits, and helping a parent without burning yourself out.

Financial planner Elliott Appel explains the risks of joint accounts and offers practical ways to help aging parents manage everyday financial tasks.

From Dana Anspach to Wade Pfau, The Long View podcast has been a rich source of good reads.

Some investments are structurally a poor fit for taxable accounts, leaving investors with an unwelcome tax bill.

For the safe part of your portfolio, err on the side of caution and get out of the timing business.

How families can prepare for a child’s long-term financial needs while securing their own retirement.

The authors of ‘The Architecture of Wealth’ have a warning for investors: Don’t assume stocks will always recover quickly and don’t underestimate the possibility of another inflation shock.

An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.

Older parents face a retirement planning squeeze. Here’s how to balance retirement, college costs, insurance, and caring for aging parents.

The 4% rule can help retirees avoid running out of money, but it may also lead them to spend too little. Stefan Sharkansky explains an alternative retirement income strategy.