Q: My partner and I live in Philadelphia and were recently married in New York City.
Q: My partner and I have three children and are looking for guidance on how to best plan to leave a legacy for them when we’re gone that will encourage them to continue their education and charitable work.
Q: When should I retire? How much income will I need? How much can I afford to spend from my investments each year in retirement?
A: These are all terrific questions.