Caroline Lubinsky - Benzinga

Articles by Caroline Lubinsky

Man, 55, Sold His Business For $3.5 Million — Now His Brother Says He 'Owes The Family' And Won't Speak To Him

Man, 55, Sold His Business For $3.5 Million — Now His Brother Says He 'Owes The Family' And Won't Speak To Him

A 55-year-old former HVAC company owner spent 22 years building his business before selling it for $3.5 million after taxes and fees. Less than a month later, his brother asked where his “family share” was. The

Man, 30, Had Less Than $100 In Savings When His Girlfriend Asked Him To Cosign A $20,000 Car Loan

Man, 30, Had Less Than $100 In Savings When His Girlfriend Asked Him To Cosign A $20,000 Car Loan

When his girlfriend asked him to cosign a $20,000 car loan, a 30-year-old IT technician’s first instinct was to help. She’d already been turned down on her own because she had a limited credit history, and they had

She Wants to Retire at 62 With $900K. Is That Enough?

She Wants to Retire at 62 With $900K. Is That Enough?

A 62-year-old Arizona woman has accumulated roughly $900,000 across a 401(k), Roth IRA and taxable brokerage account after more than three decades in corporate finance. She wants to retire this year, but her husband—who

A Paid-Off House, A Struggling Business, And A $70,000 Decision That Divided A Couple

A Paid-Off House, A Struggling Business, And A $70,000 Decision That Divided A Couple

A 52-year-old dental hygienist and her husband spent two decades paying off their mortgage. Six years after making their final payment, they faced a new financial dilemma: His small equipment rental business had

His Company Was Acquired And He Got $1.2 Million — Now His Girlfriend Wants Control Of The Money

His Company Was Acquired And He Got $1.2 Million — Now His Girlfriend Wants Control Of The Money

A 38-year-old software engineer in California received roughly $1.2 million after his company was acquired and his vested stock options paid out, after taxes and withholding. His girlfriend of two years, who works in

These Grandparents Have $90,000 For Their Grandkids — They’d Rather Give Them An Asset Than A Check

These Grandparents Have $90,000 For Their Grandkids — They’d Rather Give Them An Asset Than A Check

A retired couple, both 68, set aside $90,000 they eventually want to leave to their three grandchildren. Rather than splitting the money into three checks and handing it over, they want to keep the money invested for

Woman, 55, Walked Away From Her Divorce With $750,000 — Her Ex's Family Calls Her "Irresponsible" For Not Giving Some To Their Kids Now

Woman, 55, Walked Away From Her Divorce With $750,000 — Her Ex's Family Calls Her "Irresponsible" For Not Giving Some To Their Kids Now

A 55-year-old woman in Texas finalized her divorce this year and walked away with roughly $750,000, made up of her share of the marital home’s sale proceeds and half of a joint brokerage account accumulated during the

Bride-To-Be, 31, Says Her Fiancé Wants To Shrink Their Wedding And Put The $25,000 Fund Into Real Estate Instead — She Feels ‘Cheated’

Bride-To-Be, 31, Says Her Fiancé Wants To Shrink Their Wedding And Put The $25,000 Fund Into Real Estate Instead — She Feels ‘Cheated’

A 31-year-old bride-to-be says her fiancé wants to trade their $25,000 wedding fund for a courthouse ceremony and a real estate investment instead, leaving her feeling blindsided even though she understands his

A Retired Teacher Rolled Over A $500,000 Pension — Her Kids Say She Should Give Them Their Inheritance "Early" Instead Of Sitting On It

A Retired Teacher Rolled Over A $500,000 Pension — Her Kids Say She Should Give Them Their Inheritance "Early" Instead Of Sitting On It

A 67-year-old retired teacher says her adult children want her to give them part of the $500,000 pension rollover she moved into an IRA after 34 years in the classroom. Her two children, both in their late 30s with

No 401(k), No Pension, No Safety Net: How This 36-Year-Old Freelancer Is Building Wealth Outside A Traditional Job

No 401(k), No Pension, No Safety Net: How This 36-Year-Old Freelancer Is Building Wealth Outside A Traditional Job

A 36-year-old freelance graphic designer earning roughly $74,000 a year has spent more than a decade without an employer 401(k) match, a pension or the predictable retirement benefits that come with a traditional

His 401(k) Swung $80,000 In A Month. Now He Wants A Different Kind Of Investment

His 401(k) Swung $80,000 In A Month. Now He Wants A Different Kind Of Investment

A reader wrote in after a rough stretch in the market caused his 401(k) balance to fall from roughly $620,000 to $540,000 before recovering within a few weeks. He is 55, plans to retire at 65, and is considering whether

Widow, 63, Inherits $2.3 Million From Late Husband's Pension And Life Insurance — Stepson Says She Should 'Split It Fairly' With His Kids

Widow, 63, Inherits $2.3 Million From Late Husband's Pension And Life Insurance — Stepson Says She Should 'Split It Fairly' With His Kids

A woman in Ohio lost her husband of 31 years to a sudden heart attack in the spring. Between his pension survivor benefit, a $1.1 million life insurance payout and his 401(k), she now controls roughly $2.3 million on

This Couple Saved $50,000 For A Rental Property—Then They Disagreed On Whether To Buy One At All

This Couple Saved $50,000 For A Rental Property—Then They Disagreed On Whether To Buy One At All

A married couple, both 34 and earning a combined $145,000 a year, spent three years saving $50,000 for a down payment on a second home they planned to rent out. Now the husband wants to redirect that money into

Man, 41, Wants To Buy A Rental Property To Build Wealth — His Wife Says She's 'Done Being A Landlord' And Won't Budge

Man, 41, Wants To Buy A Rental Property To Build Wealth — His Wife Says She's 'Done Being A Landlord' And Won't Budge

A 41-year-old project manager earning $98,000 a year has $60,000 sitting in savings and wants to put it toward a rental property. His wife, who works as a school administrator earning $61,000, has told him flatly that

A Man Sold His Business For $1.4 Million. Then His Brother-In-Law Wanted To Invest It 'For Free'

A Man Sold His Business For $1.4 Million. Then His Brother-In-Law Wanted To Invest It 'For Free'

A man in Arizona sold the auto repair shop he spent 27 years building for $1.4 million after receiving an offer from a larger regional chain. Within a week of the sale closing, his wife’s brother, who actively trades

Man, 41, Inherits $2 Million From Parents — His Wife Wants To Put Half Into Her Sister's Struggling Business

Man, 41, Inherits $2 Million From Parents — His Wife Wants To Put Half Into Her Sister's Struggling Business

A 41-year-old man in Georgia inherited $2 million after both of his parents passed away within a year of each other. The inheritance came from a combination of investment accounts, life insurance proceeds and the sale

Divorce Cut His Net Worth From $340K To $170K — Now He's Looking For A Way Back Into Real Estate

Divorce Cut His Net Worth From $340K To $170K — Now He's Looking For A Way Back Into Real Estate

He is 45, recently divorced, and watching his finances change in a way he never expected at this stage of life. His net worth fell from roughly $340,000 to about $170,000 after the settlement divided assets and he gave

Man, 52, Downsized His House And Has $100,000 Sitting In Cash — He Wants Real Estate Exposure Without Becoming A Landlord

Man, 52, Downsized His House And Has $100,000 Sitting In Cash — He Wants Real Estate Exposure Without Becoming A Landlord

A 52-year-old homeowner sold his longtime family home for $675,000 after his two children moved out, paid off the remaining $145,000 mortgage balance and purchased a $400,000 condo outright. After closing costs and

They Saved $1.8 Million For Retirement. Then They Asked One Question Their Advisor Didn't Volunteer

They Saved $1.8 Million For Retirement. Then They Asked One Question Their Advisor Didn't Volunteer

A Texas couple built up $1.8 million across two 401(k)s, a joint brokerage account and a small pension, and they’re just two years from their planned retirement date. For the past several months, their longtime

Brothers, 44 And 49, Split $4 Million Selling The Family Restaurant Chain — One Wants To Put Their Shared Cut Into Crypto

Brothers, 44 And 49, Split $4 Million Selling The Family Restaurant Chain — One Wants To Put Their Shared Cut Into Crypto

Two brothers in Illinois sold the four-location restaurant chain their parents built over three decades, splitting the roughly $4 million sale price evenly between them. The younger brother, 44, wants to invest a