Tag: consulting

My recently widowed father, 68, met a woman on Facebook — and sent her Bitcoin so they could meet

Dear Quentin, My father is 68 years old, and recently a widower. His wife, my stepmother, had a tight rein on their finances and, as...

My stepdaughter, 42, hits up her father for $1,000 on a regular basis. It comes out of our joint savings account. How can I stop this?

Dear Quentin, I have a 42-year-old stepdaughter who lives with her 33-year-old fiancé on the West Coast. We live in middle America. She has never...

I’ve taken care of my father for 23 years. He gifted me $20,000 and a vehicle. Could my opportunistic siblings contest this?

Dear Quentin,  We live in Texas. My father has lived in my home for 23 years, and I’ve taken care of him. Two years ago,...

I’m buying a house with my boyfriend because my credit isn’t good enough. What happens if something goes wrong in our relationship?

Dear Quentin, My partner and I have been together for three years. We’re talking about buying a house. His credit will be what gets us...

My sons are at odds after one abused the other 20 years ago. Should I appoint a third party as executor of my $1 million estate?

Dear Quentin, I’m 75 years old and have $1 million, plus assets, in a trust for my two sons, but I need to do some...

My grandfather cut my mom out of his will and left everything to me. If she’s the beneficiary on his retirement and life insurance, do I get those too?

Dear Quentin, My grandfather, 86, recently changed his will to specifically exclude my mother — his daughter — and leave everything to me. If my...

My husband and I live in his late father’s house. He threatens divorce — and says I’ll end up homeless

Dear Quentin, I have been married to my husband for four years. Unfortunately, five months after our wedding, my father-in-law passed away. We were/are both...

My uncle, 60, with dementia died after ‘negligence’ by his wife of 3 years. How do we stop her from defrauding the government?

We just lost my 60-year-old uncle to dementia. He struggled with drugs during his early years, and as a result, my mom raised his daughter....

My fiancé and I are buying a house — he demands that both his 19-year-old daughter and our baby inherit our home

Dear Quentin, I am 30 years old, and my fiancé and I have a baby. We are looking to purchase a house, and go half-and-half...

Three advantages to hiring teens for your small business in this labor market

This article is reprinted by permission from NerdWallet.  Lingering labor shortages may encourage small businesses to hire more teenagers or try to keep them on...

The twists, turns and myths of applying for Medicare: How we navigated the enrollment road

In January, my husband Darnay and I started looking at all the things we needed to do financially to get ready for turning 65 later...

My friends all have more money than me, how do I keep up?

Finally, as the country reopens, you’re likely seeing more of your friends. Out with the video chatting and in with the high-fiving, hugging and, well,...

‘My father has abandoned me twice in my life’: I found him when I was 30, but he moved his girlfriend in — and disinherited me

My father abandoned me when I was a baby and he and my mother divorced. He never paid any child support. All I ever knew...

My stepson bought a home with his now ex-girlfriend. It doubled in value to $400K. She is willing to accept $50K. Should I intervene?

Dear Quentin, My husband’s son has been living with his girlfriend for 10 years. They bought a house with land in a very popular state...

I’m 57 and my new husband is 80. I’m not on the deed of his house. Instead, he gave me a credit card with a $1,000 spending limit

Dear Quentin, I am writing to you in desperation. I have no regular income weekly or monthly. I recently married my second husband. He has...

I’ve been married to a serial cheater for 27 years. Does my estranged husband have a claim to my 4 properties?

Dear Quentin, I’ve been married for 27 years now, and my husband and I have been estranged for the last six years. He is a...

You have a purpose, you just need to find it—and it’s one of the most important things for your retirement

According to a 2020 Edward Jones/Age Wave study, one in three new retirees struggles with finding purpose after leaving their job. In many ways, that’s...

A wealthy client gifted me $75,000 to help save my business. Her circumstances have changed — now she wants it back

I have (or, I should say, “had”) a wealthy benefactress who gave me money six years ago as a gift. Now her financial situation has...

My partner’s dad owns the home we live in. He stopped collecting rent during COVID — but I’m still paying

Four years ago, my husband and I divorced. It became a volatile situation in the end, so I moved my daughter and myself into a...

‘He has told me he is waiting for her to die’: Can I stop my stepmother inheriting my father’s estate?

I am very close to my father, but not my stepmother. They have been married for 21 years. It is an unhappy marriage. My father...

My father will leave his house to my troubled brother, but wants me to withhold my brother’s $40K inheritance. Should I give him the money anyway?

Dear Quentin, My father is going to leave his six children about $40,000 each. My mother recently passed, but before she passed, she and my...

My husband purchased his mother’s $500K home. His siblings called me a ‘gold digger.’ Now he wants to use my inheritance for renovations

I have a situation that needs unbiased direction regarding inheritance, marital living arrangements, and aging in place. My husband and I are both in our...

I found money stashed in my late father’s house. One brother owes me money, and the other stole from my mother. What should I do?

Dear Quentin, My father passed away not too long ago, and he left a small inheritance for me and my three brothers. The proceeds are...

My boyfriend earns $230,000. I’m in law school and make nothing. He wants a prenup. Is this a dealbreaker?

Dear Quentin, My boyfriend recently made a jump in his career and makes around $230,000 a year. I am in my last year of law...

Is it too late to score a hotel deal this summer? Not if you follow these surefire tips

For those seeking a deal on a hotel room, this is turning into an endless summer of frustration. But take heart: There are still ways...