Shomari Hearn weighs in on how nurse practitioners can best prepare for retirement.
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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 GoBankingRates
Shomari Hearn urges 40-somethings to prioritize retirement saving.
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Paul Jacobs on Westchester On The Level
Paul Jacobs discusses his article “Ten Reasons To Sell A Mutual Fund Other Than Poor Performance,” as well as answering a variety of investment questions.
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ReKeithen Miller in Forbes
ReKeithen Miller advises parents on the smartest way to loan money to adult children.
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Rebecca Pavese in IE3
Rebecca Pavese identifies the potential benefit of delaying certain deductible expenses until the next calendar year.
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Eric Meermann in The Christian Science Monitor
Eric Meermann shares a less-common technique for paying off student loans.
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Laurie Samay in GoBankingRates
Laurie Samay alerts new homeowners to a tax benefit they should not overlook.
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David Walters in Forbes
David Walters identifies a common 401(k) expense to watch out for.
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Rebecca Pavese in The Street
Rebecca Pavese talks about strategies for maximizing tax savings as the year draws to a close.
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Shomari Hearn in U.S. News & World Report
Shomari Hearn warns investors that social media can amplify the dangers of following the crowd.
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