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Personal Finance
If we are what we do and we don’t do it anymore, then who are we? This is a question that surrounds the…
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A key to maximizing a family’s after-tax investment income is to navigate the Kiddie Tax. Don’t make gifts of investment property…
Imagine retiring with $90,000 less in your nest egg—not because of a bad investment, but because you forgot about old 401(k)…
I and others have written endlessly about the importance of supporting family caregivers. They are the backbone of the system of…
Most of us know some older person who had a bad fall and broke a hip. When they do recover, they…
Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329 million Background: Melaina Cano’s passion for investing…
One of the most, uh, formative movies for me as a teen was Monty Python and the Holy Grail. My favorite…
