Suzanne Yar Khan

Suzanne has worked with the team since 2012. She was a staff editor until 2017 and has since worked as a freelance financial editor and reporter.

What is a covered call?

Options strategies can provide income in flat or down markets

By Suzanne Yar Khan | October 11, 2023

3 min read

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

By Suzanne Yar Khan | April 5, 2023

6 min read

Should clients use home equity to fund retirement?

Experts urge caution with this approach

By Suzanne Yar Khan | November 7, 2022

4 min read

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

By Suzanne Yar Khan | May 9, 2022

7 min read

DIY investor’s windfall requires unique advice

How do you convince a successful gambler and Bitcoin investor that he needs an advisor?

By Suzanne Yar Khan | February 4, 2022

6 min read

Pandemic creates cross-border employment and tax riddle

Help this U.S.-based couple who moved to Canada to care for an elderly parent

By Suzanne Yar Khan | October 4, 2021

7 min read

Pandemic forces restaurant owner to rethink plans

Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

By Suzanne Yar Khan | March 12, 2021

8 min read

Retirement, business succession plans hit Covid-19 speedbump

Experts help this couple prepare for a sale and rethink retirement options

By Suzanne Yar Khan | October 30, 2020

8 min read

Case study: Financial planning for a year abroad

Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.

By Suzanne Yar Khan | June 12, 2020

7 min read

Managing a bear market

Tips for adjusting portfolios amid the pandemic

By Suzanne Yar Khan | April 13, 2020

2 min read

Surviving the Amazon effect

Some retailers have made physical locations work

By Suzanne Yar Khan | April 8, 2020

3 min read

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