Archive for January, 2013

Allan vs. Pam Bank on Yourself Round 2: Pam Hits Back

Some time ago, I covered an article written by CBS Market Watch contributor Allan Roth, which was an exposé on the popular book Bank on Yourself®. I had hoped that it wouldn’t die with Allan Roth’s swipe at Pam Yellen, but several months passed and I began to think that Pam was going to pull […]


Estate Planning and the Estate Tax Are Not the Same Thing

Well it seems we narrowly averted the fiscal cliff as we rang in the New year.  I’m sure that we’re all breathing much easier now.  At least we’ll get a momentary reprieve from the political circus that’s dominated the national conversation over the past few weeks. Can you detect a bit of sarcasm in my […]


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