Jonathan Bergman in CNBC

• • 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

    Newark's Wandering Mayorby Larry M. Elkin, CPA, CFP®Newark’s mayor has a lucrative sideline on the lecture circuit to go with his full-time job. Do his city’s residents get their due?...Continue reading
  

  
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• • Newsletter

    How Reproductive Advances Affect Financial Planningby ReKeithen Miller, CFP®Choices about reproduction are among the most personal most of us will ever face. However, assisted reproductive technologies (ARTs) can cause financial complications that are important to discuss with an adviser. ...Continue reading

    
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