Melinda Kibler encourages homeowners to remember to include (and document) various fees when determining their home’s basis.
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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:
Eric Meermann in The Street
Eric Meermann points out the advantages of downsizing over taking out a reverse mortgage in retirement.
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Melinda Kibler in The Street
Melinda Kibler reminds taxpayers to remember charitable contributions, big or small, when preparing their tax returns.
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David Walters in Mass Mutual
David Walters identifies a common reason that an individual may want both a traditional and a Roth IRA.
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Melinda Kibler in The Street
Melinda Kibler explains the risks and drawbacks associated with long-term care insurance.
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ReKeithen Miller in Credit Karma
ReKeithen Miller discusses the ins and outs of filing an amended income tax return.
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ReKeithen Miller in NetQuote
ReKeithen Miller cautions against buying life insurance without researching a carrier’s financial health.
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Anthony Criscuolo in The Knot
Anthony Criscuolo answers common questions about how marriage affects partners’ credit scores.
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Ben Sullivan in DealNews
Ben Sullivan urges the newly single not to delay in removing an ex from joint accounts.
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Ben Sullivan in GoBankingRates
Ben Sullivan recommends steps to take while working to create a more financially stable retirement.
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