Bankrate.com, March 22, 2012 Larry Elkin cautions that family members sharing property across generations should be aware of a recent IRS ruling on mortgage deductions….
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Anthony Criscuolo in DepositAccounts.com
DepositAccounts.com, November 23, 2013 Anthony Criscuolo encourages retirement savers to factor in the costs of personal services such as in-home medical care and housekeeping….
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Benjamin Sullivan in Bankrate.com
Bankrate.com, May 12, 2010 Benjamin Sullivan explains the potential dangers of joint bank accounts, including possible gift tax consequences….
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Rebecca Pavese in Deposit Accounts.com
Deposit Accounts.com, September 15, 2013 Rebecca Pavese warns of the consequences of dying without a will….
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Ben Sullivan in WealthManagement.com
WealthManagement.com, February 18, 2014 – (article available to registered users) Ben Sullivan suggests life insurance should be a consideration when developing a prenuptial agreement….
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David Walters in DepositAccounts.com
DepositAccounts.com, October 19, 2013 David Walters discusses whether retirees should keep their life insurance policies or let them go….
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ReKeithen Miller in Deposit Accounts.com
Deposit Accounts.com, July 2013 ReKeithen Miller suggests retirement savers consider more than the date when selecting a target-date fund….
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Paul Jacobs in DepositAccounts.com
DepositAccounts.com, February 22, 2014 Paul Jacobs discusses misperceptions regarding life insurance….
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Melinda Kibler in MoneyRates.com
MoneyRates.com, June 23, 2015 Melinda Kibler shares financial wisdom that young adults can learn from their grandparents’ generation….
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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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