Kate

  • PASSING IT ON

    By Olivia Mellan  |  November 1, 2008

    The only people who are certain that inheriting wealth will solve their problems, I suspect, are those who have never been wealthy. Quite often, a...

  • Legal Double Dipping

    By Kara P. Stapleton  |  October 1, 2008

    What if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can. "It's...

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