Melinda Kibler emphasizes the importance of paying close attention to your tax obligations as a freelancer.
Read More
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 the Pittsburgh Post-Gazette
Shomari Hearn discusses the use of “springing” powers of attorney for those in the early stages of cognitive decline.
Read More
Shomari Hearn in U.S. News & World Report
Shomari Hearn suggests supplementing an employer-sponsored 401(k) with other accounts to achieve a well-diversified portfolio.
Read More
Laurie Samay in Forbes
Laurie Samay encourages taxpayers to get started by deciding whether or not to seek help from a professional in preparing their return.
Read More
ReKeithen Miller in MainStreet
ReKeithen Miller provides advice on the best way to use your tax refund to boost your retirement savings.
Read More
Anthony Criscuolo in MainSteet
Anthony Criscuolo advises savers on how to start and maintain a sufficient emergency fund.
Read More
Shomari Hearn and Rebecca Pavese in Private Air Luxury Homes
In a full chapter excerpt from our book, Looking Ahead, Shomari Hearn and Rebecca Pavese discuss the importance of nurturing relationships with adult children.
Read More
Anthony Criscuolo in HerLife
Anthony Criscuolo explains the importance of living wills for adults of every age.
Read More
Ben Sullivan in MainStreet
Ben Sullivan urges entrepreneurs and freelancers to take advantage of their full range of retirement plan options.
Read More
Shomari Hearn in Physician’s Money Digest
Shomari Hearn talks about the importance of accounting for future potential incapacity in creating an estate plan.
Read More
