December 3, 2023

Financial advisors must guide clients through life’s day-to-day financial issues, such as determining how to handle marital finances. Today, a volatile economy adds to the pressure, making many investors jittery.

In our “Advising the Advisor” series, real investors ask questions about these and many other issues — when to splurge on retirement property on the beach or how to plan for a disabled child’s financial future.

As you know, there are no one-size-fits-all right answers in most financial planning cases, so we turn to a financial advisor for advice. Their responses below are illuminating and highlight various approaches.