Ben Sullivan describes the pros and cons of trusts and payable-on-death bank accounts for leaving wealth to heirs.
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Tag Archives: Media: Ben Sullivan
Ben Sullivan in Money
Ben Sullivan discusses the importance of tax diversification.
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Ben Sullivan in Money
Ben Sullivan emphasizes the importance of monitoring your spending, regardless of your income level.
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Ben Sullivan in Money
Ben Sullivan provides a basic framework for investing in a 401(k) retirement account.
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Ben Sullivan in Newsday
Ben Sullivan helps determine whether dependents should file a tax return as a dependent.
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Ben Sullivan in Newsday
Ben Sullivan warns of the dangers of underestimating retirement expenses.
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Ben Sullivan in WealthManagement.com
Ben Sullivan suggests life insurance should be a consideration when developing a prenuptial agreement.
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Ben Sullivan in Pittsburgh Post-Gazette
Ben Sullivan emphasizes the use of short-term bonds to reduce portfolio volatility.
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Ben Sullivan in Physician’s Money Digest
Ben Sullivan examines the risks and rewards of returning to the bond market.
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Ben Sullivan in USA Today
Ben Sullivan urges investors to be cautious with long-term bonds, despite a recent rally.
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