David Walters encourages retirement savers to consider the tax diversification benefits of a Roth IRA.
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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 ExpertBeacon
Anthony Criscuolo explains the basic concepts underlying diversification and asset allocation within an investment portfolio.
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Paul Jacobs in SheKnows
Paul Jacobs advises new homeowners not to underestimate the unexpected when budgeting their month-to-month costs.
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Melinda Kibler in the Westchester County Business Journal
Melinda Kibler offers advice on determining whether to hire an employee or an independent contractor.
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Anthony Criscuolo in DepositAccounts
Anthony Criscuolo emphasizes the importance of a formal plan and explicit goals when determining your financial needs in retirement.
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Anthony Criscuolo in ExpertBeacon
Anthony Criscuolo reviews strategies to adopt and pitfalls to avoid when planning to minimize taxes in retirement.
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Shomari Hearn in DailyFinance
Shomari Hearn suggests updating beneficiary designations in the wake of a divorce.
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Paul Jacobs in Physician’s Money Digest
Paul Jacobs discusses the benefits and hazards of investing in private equity funds.
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Melinda Kibler in Refinery29
Melinda Kibler suggests putting your tax refund to work by investing it for long-term growth.
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Shomari Hearn in MainStreet
Shomari Hearn describes situations in which individuals might miss out on an income tax refund to which they are entitled.
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