Benjamin Sullivan in Bankrate.com

by Benjamin C. Sullivan, CFP®

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314 view(s) June 5, 2011 Media Appearances Comments Off

Bankrate.com, June 5, 2011
Benjamin Sullivan gives Shaquille O’Neal retirement advice.

About the Author
Benjamin C. Sullivan
Client Service Manager
Portfolio Manager
Since joining Palisades Hudson in early 2007, Ben has had extensive exposure to the firm’s asset management, personal financial planning, tax and valuation practices. He covers U.S. small-cap equities as an analyst for the firm’s investment committee and manages a Canadian rental real estate enterprise for an American family. He became a client service manager in 2010 and is a CERTIFIED FINANCIAL PLANNER® certificant. Ben has been quoted ...View full profile
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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
  CNBC, May 10, 2012
  Anna Pfaehler recommends keeping the larger investment picture in mind when bracing against a depressed bond market.
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  Jonathan Bergman comments on the protection offered by floating-rate loans.
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- Our Blog
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- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
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