Paul Jacobs recommends that self-employed workers take advantage of key tax benefits.
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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 Mental Floss
Anthony Criscuolo discusses why young people should consider a living will and how to go about creating one.
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Eric Meermann in The Street
Eric Meermann encourages home buyers to take advantage of current market conditions in choosing a mortgage that meets their needs.
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Eric Meermann in the Yonkers Tribune
Eric Meermann says defining your goals is crucial to determining your best mortgage strategy.
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Eric Meermann in Private Air Magazine
Eric Meermann suggests a variety of charitable giving strategies, from the straightforward to the creative.
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Eric Meermann in U.S. News & World Report
Eric Meermann reminds retirees that they can still be too cautious with their investment strategy.
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ReKeithen Miller in MoneyRates.com
ReKeithen Miller suggests that freelancers and self-employed workers build larger emergency funds.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo warns beneficiaries not to ignore the tax implications of an inheritance.
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Shomari Hearn in The Simple Dollar
Shomari Hearn explains how borrowing from your whole life policy can affect its eventual benefits.
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Melinda Kibler in U.S. News & World Report
Melinda Kibler urges singles nearing retirement to get serious about saving and investing for the long term.
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