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The Intersection of Family Law and Financial Security
This was published in the Family Law Review of the State Bar of Georgia-Winter 2013. This article introduces several themes all centering on...
What Does Running Out of Money Mean to You?
Many people worry about running out of money. Though few of us will actually run out of money during retirement, when it concerns us,...
Living on the Cliff
When the estate tax was first enacted, the logical tax avoidance scheme was to give your assets away before they would be subject to the estate...
PETER FRANZ: Partner and chief investment officer, Cedar Brook Financial Partner
By Chuck Soder, published in Crain's Cleveland Business Peter Franz can dish it out and take it. No, that's not a reference...
A Question for Non-Profit Organizations: Does Your Retirement Plan Pass the Test
Monika Templeman, Director of IRS EP Examinations, states that there is a great deal of concern and confusion in the 403(b) community with...
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