I just finished a series of meetings with a client, a lawyer who no longer practices law but has shrewdly invested in a series of startups. He’s amassed a multi-million dollar fortune – and a collection of frivolous lawsuits.
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Meet John and Kathy. A wealthy professional couple ready to retire. They worked hard their entire lives to build a large nest-egg. As they were concerned about the safety of their assets in America they looked internationally to get them out of harm’s way.
They engaged my services to create their plan B.
Here’s how I did it… step by step… using their story as a case study.
I’ve never been an early adopter of new technologies. While cell phones started to become popular in the 1980s, I didn’t buy my first one until a decade later.
Last week, the US Department of Justice (DOJ) agreed to settle a long-standing money laundering investigation against Citigroup, one of the largest banks in the US, without bringing criminal charges.
Pensions are a relatively new phenomenon. The first pensions date back to the 17th century, but the first modern pension scheme didn’t come into effect until 1889...