Shomari Hearn explains why it’s critical to know what your existing insurance covers – and why you may need more liability insurance to protect your personal assets.
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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 Reader’s Digest
Anthony Criscuolo offers financial planning advice for retirees.
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Paul Jacobs in Third Age
Paul Jacobs describes how to use your 2017 tax return as a basis for planning for changes in 2018.
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Ben Sullivan in Forbes
Ben Sullivan warns tax filers not to forget to check for deductions that don’t apply every year.
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David Walters in The New York Times
David Walters urges taxpayers to review their withholdings in light of the new tax law.
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Anthony Criscuolo in Lifehacker
Anthony Criscuolo advocates honest discussion and formal agreement on terms for adults moving in with their parents.
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Ben Sullivan in The Street
Ben Sullivan recommends paying close attention to the details when evaluating a potential move to a lower tax state.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn suggests approaches for handling the possibility you will outlive your permanent life insurance.
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Paul Jacobs in Business News Daily
Paul Jacobs advises freelancers to make the most of their health insurance premiums at tax time.
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Melinda Kibler in GoBankingRates
Melinda Kibler lists some advantages of investing in real estate investment trusts.
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