Retirement planning can be complicated, but the best way forward is make sure you understand the basics and get started as soon as possible. Paul Jacobs, CFP®, EA is ready to help.
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Paying For College, Start To Finish (Podcast)
Paying for college (or private K-12 schooling, or graduate school) isn’t always simple. But just like pursuing any other financial goal, the keys to effective education saving are careful planning and fully understanding your options.
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Five Questions With: Melinda Kibler
Get to know Palisades Hudson senior client service manager Melinda Kibler in this brief interview.
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Living With High(er) Interest Rates
High interest rates can require some adjustment. Whether you are borrowing, saving or investing, make sure your financial life is ready for the new reality.
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Long-Term Care (Podcast)
Should you consider long-term care insurance? What sorts of strategies can help you effectively pay for your care? Besides saving, what else do you need to do to be sure you’re ready for any needs that may arise? Melinda Kibler answers these questions and more.
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Melinda Kibler in City and Shore
Melinda Kibler shares her resolution to put cash to work in 2024 in an article for “City and Shore.”
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