David Walters walks you through key steps to make sure the digital portion of your estate plan is in good shape for the new year.
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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:
Eric Meermann in Deposit Accounts
Eric Meermann describes the benefits, and potential drawbacks, of including Real Estate Investment Trusts in a portfolio.
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David Walters in Yonkers Tribune
David Walters suggests a New Year’s estate plan update to make sure your beneficiaries have access to important online accounts.
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Anthony Criscuolo in Bankrate
Anthony Criscuolo, in a preview from Palisades Hudson’s book, Looking Ahead, explains the difference between equality and fairness in gifts to adult children.
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Rebecca Pavese in The Fiscal Times
Rebecca Pavese notes the tax advantages of lowering your adjusted gross income (AGI).
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Melinda Kibler and Rebecca Pavese in MainStreet
Melinda Kibler and Rebecca Pavese suggest starting early on financial New Year’s resolutions.
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Ben Sullivan on Westchester On The Level
Ben Sullivan discusses Palisades Hudson’s new book, Looking Ahead, and how our company helps its clients.
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Ben Sullivan in MainStreet
Ben Sullivan reminds investors not to try to time market movements, regardless of highs or lows.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo offers investing ideas to consider heading into the new year.
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Melinda Kibler in The Huffington Post
Melinda Kibler recommends that millennials considering homeownership weigh their priorities and lifestyle when making the decision.
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