As a financial adviser, I look at a well-executed financial plan in the way an art lover looks at a painting. Mitt and Ann Romney’s 1995 Family Trust, with its reported $100 million, is my financial planning Mona Lisa.
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A few years ago, I was working with a client, a retired executive, to update his estate plan. Like most …
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As you complete your 2011 tax return checklist, you may not have considered the last step: thinking about your 2012 …
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Attorney’s failure does not excuse estate’s penalty. News flash: Trusting your lawyer’s soothing words can cost a lot of money. …
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Paul Jacobs shares ideas for how to handle required minimum distributions after covering expenses.
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Physician’s Money Digest, March 30, 2012Jonathan Bergman makes the case that investors continue to undervalue stocks and overvalue bonds in …
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Before Trayvon Martin died, another would-be crime stopper’s gunshot had a more fortunate outcome.
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College accreditation is dominated by faculty and administrators. Not surprisingly, it pays little attention to student concerns.
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Don’t expect the Supreme Court to order a do-over for the health care law. For better or worse, we’re probably stuck with it.
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Memo To The FTC: No Harm, No Foul
Advertising is not inherently evil, so why are regulators intent on protecting shoppers from messages they might want to get?
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