Ben Sullivan urges family business owners to account for money as well as management in succession planning.
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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:
Laurie Samay in the Westchester County Business Journal
Laurie Samay discusses the potential complications of establishing a change in domicile.
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Laurie Samay in U.S. News & World Report
Laurie Samay advises Section 529 plan account holders on adjusting their asset allocation over time.
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Thomas Walsh in U.S. News & World Report
Thomas Walsh recommends risk-averse millennials consider exchange-traded funds as an investment entry point.
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Paul Jacobs in NBC News
Paul Jacobs reassures investors that bear markets are natural, not something that goes “bump” in the night.
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Eric Meermann in The Street
Eric Meermann warns retirement savers about the certain drawbacks, as well as potential benefits, of taking loans from 401(k) accounts.
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Shomari Hearn in The Street
Shomari Hearn explains the many financial benefits of charitable giving.
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David Walters on Westchester on the Level
David Walters offers a financial planner’s view of the car-buying process, including the pros and cons of buying and leasing a new vehicle.
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Eric Meermann in U.S. News & World Report
Eric Meermann proposes a financial strategy for conservative investors frustrated by near-zero interest on savings accounts.
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Eric Meermann in Westchester on the Level
Eric Meermann goes in depth about real estate, including mortgage strategies for those with various financial goals, as well as Palisades Hudson’s overall approach to personal financial planning.
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