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In the News

I Never Learned the Most Important Money Lesson When I Was Young. Now I’m Dealing With the Difficult Consequences.

By Kristin Wong January 07, 2026 Slate

A 36-year-old with $150,000 in her 401(k) is expecting a windfall from the sale of her late grandmother's apartment and feels overwhelmed about how to use the money. The funds can cover living expenses and boost retirement contributions, and by working with a CFP® professional, she can get valuable guidance on managing the inheritance strategically.

Read More at Slate

Slate
Kristin Wong
January 7, 2026