Melinda Kibler explains why good saving habits are essential to personal financial health.
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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:
Paul Jacobs in The Fiscal Times
Paul Jacobs emphasizes the importance of sticking to a long-term investment strategy by maintaining an appropriate asset allocation.
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Paul Jacobs in Physician’s Money Digest
Paul Jacobs reminds investors that maintaining a disciplined approach is just as important in good market conditions as in bad.
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Rebecca Pavese and Paul Jacobs in MainStreet
Rebecca Pavese and Paul Jacobs identify year-end strategies for minimizing next year’s income tax bill.
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Shomari Hearn in South Florida Business Journal
Shomari Hearn describes the new “stealth” taxes facing certain taxpayers in 2013, as well as strategies for reducing the resulting tax burden.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan tackles several common financial myths.
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Ben Sullivan in Physician’s Money Digest
Ben Sullivan makes the case for prenuptial agreements as a sensible, if unromantic, part of financial planning.
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Paul Jacobs in Kiplinger
Paul Jacobs answers common questions about converting a traditional IRA to a Roth IRA.
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ReKeithen Miller in DepositAccounts.com
ReKeithen Miller suggests techniques to help protect loved ones from fraud.
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Anthony Criscuolo in DepositAccounts.com
Anthony Criscuolo encourages retirement savers to factor in the costs of personal services such as in-home medical care and housekeeping.
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