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If you’re considering funding a startup or franchise, then you may already be ready for the huge gamble of turning a 401(k) into capital...

As Paul Ryan and Mitt Romney prepare to leave the Republican National Lovefest Convention tonight to get back on the presidential...

A twitter follower, Keith Daw (@KeithDaw; but more about him later), asked me a recent question that froze me on how to respond enough...

For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...

On May 22, Governor Martin O’Malley signed into law a bill that many of you may have already heard about. Chapter 448, or the “Family...

Forgive me, but after three postings on this subject in which I have invoked metaphors ranging from Monopoly to Cinderella, I can no...

Before the holidays, we started working through a discussion about retirement planning and ways that you can coordinate retirement plans...

Two weeks ago we started a discussion about retirement planning and ways that you can coordinate retirement plans with wealth transfer...

Last week I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...

A couple of days ago I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...

In a recent newsletter that I sent to planning professionals, we discussed retirement planning. Coordinating retirement plans with wealth...

On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of...

Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you...

Here are some year-end tips for dealing with retirement funds and retirement fund issues. You want to think these issues through in...