Michael is the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Md. email@example.com
Explore the benefits of intrafamily mortgage loans for your clients. Read More >
Joan Sharp, CFP®, ChFC®, CAP®, MSFS, is founder and president of Life Strategies, LLC based in Delaware.
Gifting money can open an important dialogue about money between your clients and their children. Read More >
Francis J. Lojewski, MSFS, ChFC®, CLU®, LUTCF, AEP, is a partner in Atlas Advisory Group, LLC, a member firm of M Financial Group. Frank specializes in tax-favored lifetime income planning, IRA/401k distribution and wealth transfer strategies. Frank.Lojewski@wcinput.com
Inflation, heath care costs and market volatility are just some of the challenges with which retirement planners must contend. Read More >
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