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The headline grabber this week in legal technology was legal research company Casetext's announcement that it had closed on a $12 million Series B funding round. But that wasn't the week's only notable news. Here's more on Casetext and other .
quot;None of those 401(k) and IRA distributions is earned income," says Jonathan Lachowitz, a certified financial planner with White Lighthouse Investment Management , a firm with offices in the U.S. and Switzerland that specializes in advising Americans.
Together, Lighthouse and Discovia will provide clients around the globe with unparalleled quality and service, and innovative applications and workflows to manage the cost of ediscovery, compliance and risk management despite increasing data volumes.
Pizzo's story begins back in 2010, when he hired Robert Witt, a Bloomington financial adviser, to manage his money and investments . Former Indiana University football player and coach Harold Mauro, a friend of Pizzo's from his undergraduate days at IU, .
quot;If you live in a state, and you're intending to go overseas and you know you're going to return to that state, then sticking with that 529 plan may make a lot of sense," says Jonathan Lachowitz, founder of White Lighthouse Investment Management , which .
Executives at longtime managed account users Pacific Alternative Asset Management Co. and Lighthouse Investment Partners LLC agree that hedge fund managers are far more receptive to offering managed accounts than they were before the market fall in .
Managing personal financial issues is challenging for most people. For American expats, the normal complexities and expenses are compounded by a panoply of post-financial crisis legal requirements mostly relating to taxes and bank account reporting.
But aides to the Republican presidential hopeful and former colleagues acknowledged that the tax-friendly jurisdictions helped attract billions of additional investment dollars ... funds are named for a red-and-white lighthouse on the Massachusetts island.
696,500 Carpenters Property Management LLC to Malooka Realty Holdings LLC; Ranch Lake Plaza Unit 1; Aug. 15. ... $450,000 Lemmer Lodewyk A S, Lemmer Maria, Lodewyk A S Lemmer and Maria Lemmer Revocable Joint Trust to Jva Investments Inc; Playa.