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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.

    Bloomberg, May 7, 2012
    Jonathan Bergman comments on the protection offered by floating-rate loans.

    View all Media Appearances

• • Our Blog

    Separating News From Noiseby Larry M. Elkin, CPA, CFP®It has been a tumultuous few weeks in the financial markets, but there is less to the news than meets the eye....Continue reading
  

  
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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

    
    For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.