Ben Sullivan outlines provisions that couples, especially those over 50, should consider when drafting a prenuptial agreement.
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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:
Shomari Hearn in Financial Planning
Shomari Hearn recommends not solely focusing on healthcare when selecting employee benefits this open enrollment season.
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Eric Meermann in MainStreet
Eric Meermann explains why a $100,000 income doesn’t go as far as it used to.
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Eric Meermann in MainStreet
Eric Meermann reminds investors to carefully evaluate the risks of investing in municipal bonds.
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Paul Jacobs in DepositAccounts
Paul Jacobs points out a potential estate planning benefit for those considering a Roth IRA conversion.
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Paul Jacobs in the Westchester County Business Journal
Paul Jacobs draws attention to opportunities for rebalancing your portfolio with regards to international equities.
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Shomari Hearn in MainStreet
Shomari Hearn emphasizes the importance of teaching children good financial habits.
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Paul Jacobs in The Fiscal Times
Paul Jacobs suggests budget adjustments for workers facing unintentional early retirement.
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ReKeithen Miller in Main Street
ReKeithen Miller offers tax planning tips to high-income taxpayers and same-sex couples as they approach year-end 2013.
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David Walters in DepositAccounts.com
David Walters discusses whether retirees should keep their life insurance policies or let them go.
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