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Press Releases

Date Press Release
Sep 15, 2002 Plan for Smart Charitable Contributions
Physician's Money Digest
Sep 15, 2002 Estate Plans Protect Your Loved Ones
Physician's Money Digest
Aug 15, 2002 Have You Evaluated Your Policy Lately?
Physician's Money Digest
Jul 15, 2002 Market Losses Impact Many Physicians
Physician's Money Digest
Jun 11, 2002 A good succession plan protects practice assets
Florida Medical Business
Jun 01, 2002 Defined-Benefit Plans Got A Big Lift from The 2001 Tax Law
Tax Hotline
Jun 01, 2002 Physicians with Practices Need to Plan
Physician's Money Digest
May 03, 2002 Richard K. Newman named a member of the "Top of the Table"
The South Florida Business Journal
Apr 23, 2002 A wealth-friendly place
The Palm Beach Post
Apr 15, 2002 Life Insurance Requires Active Ongoing Management
Physician's Money Digest
Apr 03, 2002 Haven't filed your taxes yet? Consider an extension
The Associated Press
Mar 30, 2002 Doctors do Better with Comprehensive Financial Managers
Physician's Money Digest
Feb 22, 2002 The Hidden Financial Treasures and Pitfalls for Small-Business Owners
Daily Business Review
Jan 15, 2002 Annuity Riders Help to Preserve Wealth
Physician's Money Digest
Dec 10, 2001 Refinancing Time is here again but do the math
The South Florida Sun-Sentinel
Dec 01, 2001 Banking on Caution 2002 promises to be a mixed bag.
Miami Business
Oct 15, 2001 Investments Savings Depend on Stage of Life
The Palm Beach Post

 

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