January 01, 2003

John Montgomery started Bridge- way Capital Management, Inc., in 1992 and manages six Bridgeway portfolios. He holds a BA in engineering and philosophy from Swarthmore...

January 01, 2003

Linda Gadkowski 419 Huckins Neck Rd. Centerville, Massachusetts 02632 508-221-1618 [email protected] www.bhfe.com Year firm began: 1990 Number of advisors in the firm: Two advisors, one part-time assistant Number of clients: Twenty clients for...

January 01, 2003

If you're trying to find information about various aspects of planning for the elderly, we have some good Web sites to start you off. Something...

January 01, 2003

To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...

January 01, 2003

Linda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful. 1....

January 01, 2003

The estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...

January 01, 2003

If you want to pursue certification in any of the areas of elder issues facing your clients, there are a number of places to go...