Lessons From Hurricane Wilma

Lessons From Hurricane Wilma January 2, 2006

Click on image to enlarge. Hurricane Wilma battered facades and windows of older office towers in downtown Fort Lauderdale, Fla. Because the storm approached the city from the west and passed to the north, western exposures of the Templeton Building (left rear) and One Financial Plaza (right) suffered some of the heaviest damage. After experiencing the busy 2004 hurricane season in South Florida, I thought I was ready for any …

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Leaving Your Retirement Fund Behind

January 1, 2006

Have you selected Uncle Sam as the primary beneficiary of your retirement plan? Under the current income and estate tax system, the retirement plan of a wealthy American may be taxed at more than 66 percent at his or her death! Those who are charitably inclined, married or with younger heirs can eliminate, defer or reduce that tax bite. Retirement funds are subject to both income and estate taxes when …

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Jonathan Bergman Named Vice President Of Palisades Hudson

January 1, 2006

Jonathan M. Bergman has been named vice president of Palisades Hudson Financial Group LLC. He continues to serve as the organization’s chief investment officer. Jonathan, 30, holds the Certified Financial Planner designation and is enrolled to practice before the Internal Revenue Service. He is the first Palisades Hudson professional apart from the firm’s founder and president, Larry M. Elkin, to be named to an executive officer position, in which he …

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When Sources Lose Protection, Readers Lose Access

January 1, 2006

There are no obvious winners in the epic struggle among Judith Miller, The New York Times and Special Prosecutor Patrick J. Fitzgerald, but plainly the losers are you and me. We lose because the vice president’s chief of staff never invites us to a power breakfast to discuss intelligence failures in Iraq. The president’s political guru does not give us the White House spin on the issue of the day. …

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