CNN Money, February 6, 2012Jonathan Bergman analyzes Mitt Romney’s savvy generational wealth transfer strategies.
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Here are a few highlights:
Jonathan Bergman in The Christian Science Monitor
The Christian Science Monitor, January 25, 2012Jonathan Bergman demonstrates a way to use Europe to diversify a portfolio.
ReKeithen Miller in Bankrate
Bankrate.com, January 24, 2012ReKeithen Miller suggests ways in which new SEC regulations might affect money market funds.
Shomari Hearn in Yahoo Finance
Shomari Hearn urges special needs planning for families with disabled children.
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Benjamin Sullivan in Daily Finance
Daily Finance, January 10, 2012 Benjamin Sullivan suggests a smart financial resolution for the new year.
Jonathan Bergman in The Street
The Street, January 9, 2012Jonathan Bergman explains some the tax implications of inheritance.
ReKeithen Miller in Kiplinger’s Retirement Report
ReKeithen Miller advises on factors to consider when choosing a new bank.
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Jonathan Bergman in Yahoo Finance
Yahoo! Finance, December 28, 2011Jonathan Bergman suggests a creative retirement plan strategy which can help reduce current income taxes dramatically.
Paul Jacobs in The Wall Street Journal
Paul Jacobs cautions against the allure of investing in gold.
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Benjamin Sullivan in The Wall Street Journal
Benjamin Sullivan reassures investors worried about short-term market volatility.
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