Get to know director of tax practice Rebecca Pavese in this brief interview.
Read More
Five Questions With Rebecca Pavese
Evaluating Job Offers And Opportunities (Podcast)
How can you tell if changing jobs, or even venturing out on your own as a freelancer, is right for you? Vice president and CIO Ben Sullivan returns to the podcast to help listeners think like a financial pro when considering a job offer or contract.
Read More
Taxes Loom Large In 2025
The new year has arrived, with a new presidential administration shortly to follow. Taxpayers may wonder: Is a new tax landscape is imminent?
Read More
Palisades Hudson’s Executive Team Grows In 2025
David Walters, Eric Meermann, Benjamin C. Sullivan, ReKeithen Miller and Rebecca Pavese take on new roles in 2025, joining colleagues promoted in fall 2024.
Read More
Financial Planning For Parents (Podcast)
From the costs of pregnancy and childbirth to paying for a college education, parents face many financial planning challenges and opportunities. Rebecca Pavese, CPA, offers her perspective.
Read More
Five Questions With Kirstie Ward
Get to know financial planning manager and chief compliance officer Kirstie Ward in this brief interview.
Read More
Love, Marriage And Prenups (Podcast)
Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
Read More
Use It Or Lose It? FSAs And HSAs
Flexible spending accounts and health savings accounts can serve as powerful tools to help you keep your medical expenses manageable.
Read More
Post-Election Investment Planning: Buckle Up But Don’t Bail Out
The future is always uncertain, but for many, it feels especially uncertain now. Luckily, knowing the future is not a key part of a well-made financial plan.
Read More
Buying A Home (Podcast)
The process of buying a home can seem daunting, especially for first-time homebuyers. In this episode, vice president Eric Meermann demystifies the financial dimensions of homeownership.
Read More