Thanks to the ubiquity of modern databases and the marketing efficiency of health insurers, beneficiaries and beneficiaries-to-be find themselves inundated with advertisements for all-inclusive health plans that are pitched as “better” than Medicare. It sounds so good that there has to be a catch, right?
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Get to know Palisades Hudson’s director of marketing and director of HR, Linda Field Elkin, in this brief interview.
A financial planner hopes to rebrand the FIRE movement to FIRR — Financial Independence: Reimagine Retirement.
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There are a variety of reasons a taxpayer could need an extension, but a common one is waiting on a form that an organization has not yet issued. Some of the most common forms that leave taxpayers waiting are Schedule K-1s, K-2s and K-3s.
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Get to know Palisades Hudson senior client service manager ReKeithen Miller in this brief interview.
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Balancing the benefits of lifetime gifts and bequests that receive a step-up in basis is a complicated exercise. But taking the time to weigh the benefits and drawbacks of different approaches can help you make the most of the current regulations without neglecting long-term concerns.
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Get to know Palisades Hudson administrative associate Alyssa Drowne in this brief interview.
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The financial landscape for student-athletes is changing rapidly with the acceptance of NIL deals. College players can make the most of it — with some planning.
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Get to know Palisades Hudson managing vice president Paul Jacobs in this brief interview.
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For Floridians, it is important to have both the right type of coverage and the right amount of coverage before a hurricane hits.
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