From Legal Eagle To Financial Shepherd

BY ERIC RASMUSSEN

A successful personal injury lawyer, Chadd Mason saw people he knew get entangled with bad financial products. Not one to shrink from a challenge, he quickly took the plunge into advising.

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When Roths May Not Be Right

BY ED SLOTT

A dozen reasons not to do a Roth conversion.

When Clients Don’t Follow Our Advice

BY ROSS LEVIN

When they take their own path, we should try to help them go forward with the least amount of damage.