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Receiving a financial windfall should be a positive milestone that permanently alters an individual’s or family’s future for the better. Yet, gaining immediate and substantial wealth can often have the opposite effect, leading to a new set of challenges that can put that wealth at risk.

Just about everything in the sprawling 91-year-old Dutch colonial in Bexley, Ohio, is, in fact, there by design—and part of an experiment in four-generation living Lisa Cini and her family launched in 2014.

If you’re reading this, you’re likely a parent trying to figure out how to save for your child’s college education without “breaking the bank.”

In this issue we offer a few insights about the impact of rising interest rates on bonds and how you can help an adult child become a homeowner.

The saying “hope springs eternal” may capture the sentiments of most couples on the cusp of remarriage. But hope alone doesn’t assure smooth sailing the second time around.

Once the kids have flown the nest, or a family business has matured and changed hands, you might decide that a life insurance policy purchased years ago is no longer needed. As life circumstances change, the coverage may not seem worth the premiums.

For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then came the 20th century. Social Security, pension plans, and a growing leisure industry helped invent retirement to move aging workers out of the way of their younger and, presumably, more productive colleagues. In many workplaces, mandatory retirement rules made it official. If you were 65, it was time to trade your desk chair in for a recliner.

“After mom died, Dad quickly started dating someone new. He seemed so happy but I couldn’t help but wonder if his new girlfriend was interested in him—or his money?”