Paul Jacobs urges new parents to update their will with their wishes regarding custody.
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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:
Shomari Hearn in U.S. News & World Report
Shomari Hearn recommends tax strategies for people with disabilities and their caretakers.
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Ben Sullivan in FingerCheck
Ben Sullivan shares tips for small business owners looking to take advantage of the tax benefits to which they are entitled.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan cautions investors that holding multiple funds may not be enough to ensure a diversified portfolio.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan points out the problem with target date funds’ “cookie cutter” approach to asset allocation.
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Melinda Kibler in Highya
Melinda Kibler advises taxpayers not to overlook the common deductions to which they may be entitled.
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Rebecca Pavese in Mass Mutual
Rebecca Pavese suggests strategies for handling debt when approaching retirement.
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ReKeithen Miller in Wealth Management
ReKeithen Miller reminds investors that they shouldn’t overreact to round numbers, whether it’s a birthday or the Dow Jones Industrial Average.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan urges retirement savers to obtain adequate insurance to protect against the financial pain that a serious illness can bring.
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Eric Meermann on Westchester on the Level
Eric Meermann talks in depth about Palisades Hudson’s entertainment and sports team, the firm’s national growth, our new Stamford office and more.
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