ReKeithen Miller recommends considering behavioral traits, not just math, when deciding whether to take a pension as a lump sum or recurring payments.
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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:
Melinda Kibler in Miami Patch
Melinda Kibler encourages investors to make the most of the Opportunity Zones program by acting before the end of 2019.
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Ben Sullivan on Westchester On The Level
Ben Sullivan discusses tips for preparing your 2018 tax returns in light of recent tax law changes.
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Melinda Kibler in Cheapism
Melinda Kibler guides readers through a variety of income tax credits and deductions, including those that have changed for tax year 2018.
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Ben Sullivan in Newsmax
Ben Sullivan advises taxpayers on how best to approach their first tax return under the Tax Cuts and Jobs Act.
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Shomari Hearn in Nerdwallet
Shomari Hearn suggests various strategies for reducing your 2018 tax bill, even past the end of the calendar year.
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Larry Elkin in MD Magazine
Larry Elkin cautions consumers about the downsides of critical illness insurance and suggests alternatives.
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Paul Jacobs in Third Age
Paul Jacobs warns investors against pinning their hopes on a “rock star” mutual fund manager.
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Ben Sullivan in Kiplinger
Ben Sullivan urges retirees to make the most of their ability to fund a child’s 529 savings plan.
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Shomari Hearn in Miami Patch
Shomari Hearn examines the state of universal life insurance and suggests strategies for policyholders worried about the future.
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