What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement savings. My wife is a homemaker and caregiver, and works part-time too, but her ...

Can my kids inherit my debt after I die? I have taken on a lot of credit card debt over the past 10 years or so, and I’m worried that my son and daughter will get stuck with it when I die. — Indebted ...

What can you tell me about reverse mortgages? When my husband passed away last year my income dropped almost in half, and I’ve been struggling to keep up with my monthly living expenses. — Senior ...

Having broken past the $3 billion AUM mark, the tech-forward RIA platform has hired a veteran leader to lead efforts to ...