Paul Jacobs explains why retirement savers might want to recharacterize their IRAs (or Roth IRAs) ahead of next year’s October 15 deadline.
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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:
ReKeithen Miller in Physician’s Money Digest
ReKeithen Miller highlights special challenges and opportunities for year-end financial planning in 2013.
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Shomari Hearn in CNBC
Shomari Hearn illustrates prudent financial planning steps for clients dealing with an Alzheimer’s diagnosis in their households.
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Ben Sullivan in LearnVest
Ben Sullivan describes the potential benefits of intra-family loans for both borrowers and lenders.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn emphasizes the importance of communication to prevent future family battles and misunderstandings over your estate planning decisions.
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Ben Sullivan in CNN Money
Ben Sullivan discusses ways to prioritize saving for retirement at the beginning of your working life.
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Rebecca Pavese in Deposit Accounts.com
Rebecca Pavese warns of the consequences of dying without a will.
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Larry Elkin in Forbes
Larry Elkin explains why states like Delaware risk driving businesses elsewhere due to their overly aggressive unclaimed property laws.
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Ben Sullivan in Newsday
Ben Sullivan emphasizes the importance of financial decisions made after a spouse’s death.
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ReKeithen Miller in Deposit Accounts.com
ReKeithen Miller urges employees to review their health benefits to identify changes, especially in the wake of the Affordable Care Act.
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