The Franklin Prosperity Report, March 2013 – (article available to subscribers) Shomari Hearn answers a tax question for a grandparent paying a grandchild’s elementary school tuition….
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Melinda Kibler in Money
Money, January 11, 2016 Melinda Kibler answers a question regarding how best to invest an inheritance….
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Paul Jacobs in the Franklin Prosperity Report
Franklin Prosperity Report, December 2012 – (article available to subscribers) Paul Jacobs answers a question about investing in a 401(k) without an employer matching program….
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David Walters in Money
Money, April 17, 2015 David Walters answers a question about whether to hold or sell a profitable rental property….
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Shomari Hearn in Sun Sentinel
Sun Sentinel, July 26, 2010 Shomari Hearn answers a question as to whether or not credit card debt settlement programs are worth the cost….
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David Walters in Money
Money, March 17, 2014 David Walters answers a question about the tax consequences of selling a stock position over two years….
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Melinda Kibler in Money
Money, June 20, 2016 Melinda Kibler answers a question about a complicated situation involving multiple required minimum distributions….
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Considerations When Evaluating Private Equity
…became chief investment officer of Palisades Hudson in 2012, the Investment Committee and I have taken a variety of steps to build upon and improve our research and due diligence…
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If You’re Starting Out, Start With Budgeting
…to check out Palisades Hudson’s books, The High Achiever’s Guide To Wealth and Looking Ahead: Life, Family, Wealth and Business After 55. Both are available in paperback and as e-books….
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The Best Rationing System Requires No Rationing
…especially for living donors, but the fact that there is no monetary component does not mean that decision is always made free of pressure. The free market is ultimately about…
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