Had a similar experience when my parents tried tapping equity through their trust. Their longtime bank rep was totally lost, kept asking for docs we'd...

Yeah, learned that one the hard way myself. Had a client once who dropped thousands on a custom-built outdoor kitchen—beautiful setup, granite counter...

Went through something similar a few years back—thought I was playing it smart, then the company downsized overnight. Stability can be an illusion som...

I've seen plenty of friendships stumble over money, even when both parties meant well. Had a client a few years back who lent a good chunk to a close ...

Happens more often than you'd think. A few years ago, I was helping a client who bought a decent-sized parcel of land intending to build a retirement ...

Interesting perspective, but I've actually seen the opposite happen. I once advised a client to openly mention they were shopping around, and the lend...

Good points—appraisals can be hit or miss. Reminds me of a client who got an appraisal way below what similar homes were selling for. Turned out the a...