Bankrate.com, September 3, 2010 Jonathan Bergman describes the advantages of using intra-family loans. He also details a recent client experience….
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Rebecca Pavese in Bankrate.com
Bankrate.com, September 30, 2010 Rebecca Pavese suggests ways to minimize the pain of required minimum distributions from retirement accounts….
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Jonathan Bergman in CNN Money.com
CNN Money.com, December 3, 2010 Jonathan Bergman offers advice when helping your child acquire a home….
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Anna Pfaehler in DepositAccounts.com
DepositAccounts.com, January 4, 2014 Anna Pfaehler reminds retirees that homeownership can become more expensive when owners’ income tax situations change….
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Jonathan Bergman in Bankrate.com
Bankrate.com, April 17, 2011 Jonathan Bergman offers retirement protection strategies for an unstable municipal bond market….
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Jonathan Bergman in Bankrate.com
Bankrate.com, April 26, 2011 Jonathan Bergman shares protection strategies for those facing under-funded public pension programs….
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Jonathan Bergman in NYDailyNews.com
NYDailyNews.com, July 12, 2010 Jonathan Bergman provides guidance to retirement plan participants when using target-date funds….
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The iPhone Gestapo
…left a top-secret prototype of Apple’s next-generation iPhone behind. The Apple software engineer, identified as Gray Powell by the technology blogging website Gizmodo.com, had been testing the new phone, carrying…
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Requiring Informed Consent Searches
…to searches that they have a right to decline without advising them that they can just say no. A so-called “consent search” does not need any justification if the individual…
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Protecting Us From Opportunity
…allowed to invest in Facebook, an American company; a hedge fund is in legal trouble in Massachusetts for creating a website explaining its investment philosophy; and financial advisors who direct…
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