David Walters suggests tactics for parents to navigate ongoing financial demands from adult children.
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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 MarketWatch
Paul Jacobs examines some of the problems common to mutual funds using hedge fund strategies.
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David Walters in Consumer Reports
David Walters suggests taking steps early to align your IRA funding decisions and your tax strategy.
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Anna Pfaehler in Bankrate
Anna Pfaehler urges couples facing terminal illness to consider transferring property while both partners are still living.
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Anna Pfaehler in Bankrate
Anna Pfaehler suggests steps same-sex couples can take to protect themselves legally in the event of serious or life-threatening illness.
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Anna Pfaehler in Physician’s Money Digest
Anna Pfaehler reviews financial planning steps to take for individuals facing life-threatening illnesses and their partners.
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Rebecca Pavese in Little Pink Book
Rebecca Pavese reminds taxpayers not to neglect deductions that only arise from time to time.
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Paul Jacobs in Marketwatch
Paul Jacobs reviews Georgia’s advantages as retirement destination.
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Paul Jacobs in Financial Advisor
Paul Jacobs contrasts investing theory with the real-world need for customized solutions.
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Paul Jacobs in Investment News
Paul Jacobs differentiates statistical news from statistical noise for mutual funds and baseball players.
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