Ben Sullivan counsels natural disaster victims to pursue other sources of funds before resorting to tapping an IRA.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo warns investors against buying into mutual funds that will make large distributions at year-end.
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Thomas Walsh in U.S. News & World Report
Thomas Walsh advises first-time investors to pay attention to asset location when planning an investment strategy.
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Rebecca Pavese in Westchester on the Level
Rebecca Pavese talks about how to fairly and responsibly plan for your grandchildren’s financial well-being.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller emphasizes the importance of keeping estate planning paperwork up to date.
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David Walters in U.S. News & World Report
David Walters urges 401(k) investors to take time to fully understand their plan’s fees.
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Eric Meermann in Newsday
Eric Meermann suggests donating appreciated assets to maximize charitable giving.
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Shomari Hearn in City & Shore
Shomari Hearn identifies potential financial hazards connected to retiring abroad.
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Rebecca Pavese in Third Age
Rebecca Pavese offers advice on making the most of your charitable giving after a natural disaster.
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Eric Meermann in Consumer Reports
Eric Meermann weighs in on borrowing from your retirement accounts after a natural disaster.
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