Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
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The strategy raises tricky tax reporting and regulatory questions.
June 21 -
Getting them to unload equities that are weighing down their portfolios isn’t easy.
June 14 -
Educate them on the risks and lower volatility of a geographically diversified portfolio.
June 1 -
Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.
May 31 -
Identify with and listen to those who planned financially, but not emotionally.
May 31 -
Identify with and listen to those who planned financially, but not emotionally.
May 31 -
State agencies can be aggressive in checking records.
May 23 -
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Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?
May 13
