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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio

January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Your Questions, Answered Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Possible Hysteresis – Longer Term After Effects of the Pandemic

Possible Hysteresis – Longer Term After Effects of the Pandemic

January 11, 2021
The stock market, like a wise wizard, has the capability of looking to the future and seeing reality. A...
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Our Outlook for the New Year

Our Outlook for the New Year

January 11, 2021
“It is better to be approximately right than precisely wrong.” – John Maynard Keynes No one is...
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Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Are There Tax Consequences to Providing Loans to Family Members?

Are There Tax Consequences to Providing Loans to Family Members?

January 6, 2021
George’s son, Kevin, lost his job last year and is now having trouble paying his mortgage. George is happy...
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Should You Pay Off Your Mortgage Early or Refinance

Should You Pay Off Your Mortgage Early or Refinance?

January 6, 2021
If you have the savings, or can afford to sell an investment, paying off your mortgage early or making...
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Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2021
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Proactively Protect Your Family: Consider Life and Disability Insurance

Proactively Protect Your Family: Consider Life and Disability Insurance

January 4, 2021
When you have a family, you work hard to provide what they need to live comfortably. And while your...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Gut Check: Leading a Healthy Lifestyle

Gut Check: Leading a Healthy Lifestyle

December 29, 2020
Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite...
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Generating a Paycheck in Retirement

Your Questions, Answered: Paycheck in Retirement

December 22, 2020
On this week’s episode of Your Questions, Answered  Patrick Shaw  and  Brian Leitner  discuss income during retirement, and answer...
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