How a Windfall Can Become a 'Family Destroyer'
By Jane Wollman RusoffDavid Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.
June 09, 2026
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Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
December 12, 2025
Social Security Case Study: How a Couple Could Boost Lifetime Benefits by $100KClients may be surprised by just how much of a difference an optimal claiming decision can make.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
October 28, 2025
Social Security Claiming: How Dependent Children Change the MathThe “right” claiming decision isn’t always about maximizing the potential dollar amount.
October 02, 2025
Dinner With the Wealthy: A Case StudyWe met this couple through our charity work. Here are the HNW networking lessons we put into practice.
October 02, 2025
Social Security Claiming: The Case of Two Ex-Spousal BenefitsKelly could claim her own worker benefit, but drawing income from former husbands results in a larger return.