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So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.
May 22 -
Preventing attrition is worth the extra effort to keep the practice healthy for succession.
May 20
Totum Wealth -
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Chris Griffin is co-founder of
Narmi , which powers the online and mobile experience for community banks and credit unions.May 19 -
Eliot Knudsen is the Data Science Lead atTamr . He joined the company soon after it was spun out of the CSAIL MIT research lab, working to support its first commercial adopters. Previously, Knudsen was a Data Scientist at Kyruus, a healthcare IT start-up. He has a BS in Applied Mathematics and Statistics with a specialization in Machine Learning from Carnegie Mellon.May 19 -
Millennials change jobs more than older generations, but thinking about the future is not a huge priority.
May 19 -
Lisa Servon is professor of city planning at the University of Pennsylvania. She was previously professor of urban policy at The New School, where she also served as dean at the Milano School of International Affairs, Management, and Urban Policy. She conducts research in the areas of urban poverty, community development, economic development, and issues of gender and race. Her most recent book is “The Unbanking of America: How the New Middle Class Survives.”
May 19 -
The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.
May 19 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
Theresa Hush is the CEO and Co-Founder of Roji Health Intelligence. She helps organizations take actions that will direct their future through meaningful technology and programs.
May 19







