Eric Meermann and Ben Sullivan urge taxpayers to pay close attention to filing and retirement contribution deadlines.
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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:
ReKeithen in Veterinarian’s Money Digest
ReKeithen Miller outlines methods for saving for retirement while self-employed.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs explains how to determine when to use an actively managed mutual fund.
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Laurie Samay in Money
Laurie Samay points out financial lessons millennials can learn from their parents’ retirement.
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Paul Jacobs in CNBC
Paul Jacobs discusses challenges inherent in assessing investment risk tolerance.
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Laurie Samay in The Street
Laurie Samay informs taxpayers of a small silver lining to casualty or theft losses.
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ReKeithen Miller in MainStreet
ReKeithen Miller suggests online banking for boosting return on emergency savings.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn describes how exchange-traded funds can help boost a portfolio’s international exposure.
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Shomari Hearn in U.S. News & World Report
Shomari Hearn recommends automation to help grow your emergency fund.
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Larry Elkin in Erickson Tribune
Larry Elkin urges taxpayers not to represent themselves in an IRS audit.
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