News & Events

State of the Estate Tax

How Much Will Heirs Pay If You Die in 2010 By Kevin Bourke Sunday, December 20, 2009 Bill and Fred were identical in every respect, same...

Obama Weighs In on Your Financial Consultant

President Aims to Oblige Stockbroker to Put Your Interests First By Kevin Bourke Saturday, October 31, 2009 The Department of the...

Michael Jackson Pal Tells All About Spending Habits

Why King of Pop Died $400,000,000 in Debt By Kevin Bourke Monday, August 3, 2009 When I was a teenager, and on into my early twenties,...

Accidentally Disinherited

Strange Things Can Happen If You’re Not Careful By Kevin Bourke Tuesday, July 7, 2009 When Kari Kennedy's father died, no doubt she was...

401(k) These Days Is It Good Money After Bad—or Not?

By Kevin Bourke Tuesday, February 10, 2009 Mike from Santa Barbara asks whether he should continue contributing to his 401(k) at work....