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    May 19, 2013 |Column| Chicago Tribune
  1. Inside Penny Pritzker's portfolio: How a billionaire invests

    How do the wealthy stay wealthy? The mandatory financial disclosure released last week by commerce secretary nominee Penny Pritzker provides a rare look at an American billionaire's entire investment portfolio. Pritzker inherited much of her wealth,...

    Tags: Condos, Derivative Securities, Joint Ventures, Warren Buffett, Royal Caribbean International

  2. May 18, 2013 |Story| Herald Mail
  3. Letterkenny furlough reduced to 11 days

    Employees at Letterkenny Army Depot are facing fewer furlough days than originally expected — workers are looking at 11 days without pay rather than 14.
    roxann.miller@herald-mail.com
    Employees at Letterkenny Army Depot are facing fewer furlough days than originally expected — workers are looking at 11 days without pay rather than 14. The 11 days are down from the 14 that the Pentagon advised would be needed, and only half of...

    Tags: U.S. Department of Defense, Layoffs and Downsizing, Career and Workplace, Unemployment, Employees

  4. May 18, 2013 |Story| South Florida Sun-Sentinel
  5. Former Boca financial adviser accused of defrauding co-workers

    A former Boca Raton financial adviser faces charges of defrauding his victims out of thousands of dollars by claiming they were getting into mineral drilling investments. Investigators say Jason Thomas Knapp, 29, of Corinth, N.Y., told his victims they...

    Tags: Boca Raton, Palm Beach County Sheriff's Office, Finance, Economy, Business and Finance, Chesapeake Energy Corp.

  6. May 19, 2013 |Story| South Bend Tribune
  7. Niles Library offers financial classes

    South Bend Tribune
    NILES — “Making Change” is about taking control of your financial life. In a recent financial literacy survey, 40 percent of U.S. adults gave themselves a C, D or F on their knowledge of personal finance. And nearly four out of five...

    Tags: The Salvation Army, Federal Deposit Insurance Corporation

  8. May 17, 2013 |Story| WDBJ7
  9. What would you do with $600 million?

    Saturday night's Powerball jackpot is reportedly the country's second largest jackpot in lottery history.
    WDBJ7 Multimedia Journalist
    Saturday night's Powerball jackpot is reportedly the country's second largest jackpot in lottery history. A surge in nationwide sales has brought the jackpot up to $600 million and that's got a lot of people in Virginia excited. The last time the...

    Tags: Mega Millions Lottery, Lotteries, Passenger Cars, Internal Revenue Service, Roanoke (Roanoke, Virginia)

  10. May 16, 2013 |Story| Chicago Tribune
  11. How to impress a mortgage lender

    (BPT) — Who doesn't like to make a good impression? Whether it's a first date, meeting the future in-laws for the first time or interviewing for a job, making a good first impression can pave the way for some of life's happiest experiences. That's especially true for homebuyers, whose ability to secure their dream home depends on first impressing a mortgage lender.
    (BPT) — Who doesn't like to make a good impression? Whether it's a first date, meeting the future in-laws for the first time or interviewing for a job, making a good first impression can pave the way for some of life's happiest experiences. That's...

    Tags: Homes, Land Price, Finance, Real Estate Buyers, Economy, Business and Finance

  12. May 15, 2013 |Story| Chicago Tribune
  13. More young adults shedding debt

    Shalom Klein and his wife, Elisheva, of Skokie, both 23, are avoiding debt by sharing a used car that they have paid for, renting until they can afford to buy a house and paying off their credit card balance every month. Their undergrad college bills are paid, and Shalom is up to date with expenses for the master's degree he is working toward.
    Shalom Klein and his wife, Elisheva, of Skokie, both 23, are avoiding debt by sharing a used car that they have paid for, renting until they can afford to buy a house and paying off their credit card balance every month. Their undergrad college bills...

    Tags: Homes, Rentals, Vehicles, Credit and Debt, Mortgages

  14. May 14, 2013 |Story| Baltimore Sun
  15. 'Bachelorette' bait to include Baltimorean Brian Jarosinski

    Could "The Bachelorette" go for a Bawlamer boy? Could be...
    The Baltimore Sun
    Could "The Bachelorette" go for a Bawlamer boy? Could be... When the ABC show has its season premiere Monday, May 27, one of the contenders for the hand of bachelorette Desiree Hartsock will be introduced as Brian, a 29-year-old financial adviser from...

    Tags: The Bachelorette (tv program), ABC (tv network), MetLife Incorporated, Sports, College Baseball

  16. May 13, 2013 |Story| South Florida Sun-Sentinel
  17. State to sell off some of its $1 billion in unclaimed property

    TALLAHASSEE — In a small room in a downtown Tallahassee office building sit mounds of treasure — some of it worth thousands of dollars and some nothing more than its place in someone's memories.
    TALLAHASSEE — In a small room in a downtown Tallahassee office building sit mounds of treasure — some of it worth thousands of dollars and some nothing more than its place in someone's memories. There are diamond necklaces and brooches....

    Tags: Mutual Funds, Tampa, Fort Lauderdale, Auction Service, Jeffrey Atwater

  18. May 10, 2013 |Story| Chicago Tribune
  19. Check rules for keeping adviser, staying in 401(k)

    Q: I have a financial adviser who helps me manage my finances and 401(k)'s. I'm retiring and want to leave my 401(k) with my company but still would like my adviser to help manage it. He says he would no longer be able to because I would no longer be...

    Tags: Financial Planning, Labor Legislation, Career and Workplace, 401K, Finance

  20. May 1, 2013 |Story| Petoskey News
  21. Financial adviser receives recognition

    PETOSKEY -- Shaun M. Osborne, a financial adviser with Ameriprise Financial, has qualified for the company's 2012 Circle of Success annual recognition program.
    PETOSKEY -- Shaun M. Osborne, a financial adviser with Ameriprise Financial, has qualified for the company's 2012 Circle of Success annual recognition program. To earn this achievement, Osborne established himself as one of the company's top advisors...

    Tags: Ameriprise Financial Incorporated, Financial Planning

  22. May 5, 2013 |Column| Orlando Sentinel
  23. Family loan must be formalized

    Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when he can. What are the tax consequences with this arrangement? <em>&ndash; T.M., Orlando</em>
    Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when...

    Tags: Money and Monetary Policy, Financial Planning, Finance, Economy, Business and Finance

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