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• • In the Media

    The Wall Street Journal, May 17, 2013
    Shomari Hearn shares an example of tax planning complicated by marriage across international borders.

    MarketWatch, May 2, 2013
    Paul Jacobs examines some of the problems common to mutual funds using hedge fund strategies.

    Physician's Money Digest, April 25, 2013
    Anna Pfaehler reviews financial planning steps to take for individuals facing life-threatening illnesses and their partners.

    View all Media Appearances

• • Our Blog

    The Person Inside The Packageby Larry M. Elkin, CPA, CFP®The Supreme Court may rule against race-based affirmative action, but a thorough search for talent will still yield a diverse group....Continue reading
  

  
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• • Newsletter

    Planning For The Possibility Of Divorceby Benjamin C. Sullivan, CFP®“Begin with the end in mind” is good advice in most cases, but it is commonly frowned upon in marriages. Despite the stigma, a premarital agreement can mitigate the damage...Continue reading

    
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