Bankrate.com, December 20, 2011Shomari Hearn advises caution when planning large gifts for individuals with special needs.
Tag Archives: Publication: Bankrate
Jonathan Bergman in Bankrate
Bankrate, October 30, 2011Jonathan Bergman explains how an intra-family loan can benefit both parents and children.
Anna Pfaehler in Bankrate.com
Bankrate.com, July 20, 2011Anna Pfaehler advises same-sex couples to plan thoroughly for retirement.
Benjamin Sullivan in Bankrate.com
Bankrate.com, June 5, 2011 Benjamin Sullivan gives Shaquille O’Neal retirement advice.
Jonathan Bergman in Bankrate.com
Bankrate.com, April 26, 2011Jonathan Bergman shares protection strategies for those facing under-funded public pension programs.
Jonathan Bergman in Bankrate.com
Bankrate.com, April 17, 2011Jonathan Bergman offers retirement protection strategies for an unstable municipal bond market.
Rebecca Pavese in Bankrate.com
Rebecca Pavese suggests ways to minimize the pain of required minimum distributions from retirement accounts.
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Jonathan Bergman in Bankrate.com
Jonathan Bergman describes the advantages of using intra-family loans. He also details a recent client experience.
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Benjamin Sullivan in Bankrate.com
Benjamin Sullivan explains the potential dangers of joint bank accounts, including possible gift tax consequences.
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Rebecca Pavese in Bankrate’s Savingforcollege.com
Rebecca Pavese gives advice on lower-risk investment strategies for college funds.
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