David Walters offers financial advice for single parents.
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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:
Ben Sullivan in Physician’s Money Digest
Ben Sullivan advises variable annuity holders, and those considering variable annuities, to be cautious of recent changes in these offerings.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn describes a potential reason some entrepreneurs hesitate in seeking financial help from their parents when starting a business.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs explains Palisades Hudson’s stance on maintaining appropriate international exposure in investment portfolios.
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Eric Meermann in Westchester County Business Journal
Eric Meermann provides an overview of potential trouble spots for small-business owners offering 401(k) plans.
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Eric Meermann in U.S. News & World Report
Eric Meermann suggests a reason many people struggle to follow basic money management advice.
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Anthony Criscuolo in Bankrate
Anthony Criscuolo describes four unpleasant surprises that can impact your retirement plan and strategies for coping with each one.
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Anthony Criscuolo in The Franklin Prosperity Report
Anthony Criscuolo offers tax-effective strategies for retirees considering withdrawals from various accounts.
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Anthony Criscuolo in The Franklin Prosperity Report
Anthony Criscuolo describes tax efficient methods for drawing from multiple retirement accounts.
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Rebecca Pavese in The Wall Street Journal
Rebecca Pavese shares the experience of helping a client avoid potential family conflict by crafting an atypical but effective estate planning solution.
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