Get to know Palisades Hudson accountant Victoria Dubuc in this brief interview.
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Five Questions With: Victoria Dubuc
Financial Planning With, And For, Your Family (Podcast)
EVP/COO Shomari Hearn discusses tricky decisions about how best to assist or support adult children or grandchildren; ways to prepare family members who might receive significant assets after your death; the pros and cons of intrafamily loans; and much more.
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Which Medicare Option Is Really Advantageous?
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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Planning For Incapacity, At Any Age (Podcast)
Senior client service manager Rebecca Pavese has a frank but sensitive conversation with host Amy Laburda about how to plan for times when you can’t make your own decisions.
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How To Succeed In Starting A Business, Shark-Free (Podcast)
Managing vice president Paul Jacobs offers advice to entrepreneurs considering taking the plunge and starting their own enterprise.
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The Joy Of (Planned) Giving (Podcast)
Vice president Eric Meermann stops by the podcast to talk about his chapter in “Looking Ahead: Life, Family, Wealth and Business After 55” on philanthropy.
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The Family Business, Start To Finish (Podcast)
In the first episode of our first season, Palisades Hudson founder and president Larry Elkin discusses how he went from a journalist with the Associated Press to running a business that recently marked its 30th anniversary.
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Five Questions With: Linda Field Elkin
Get to know Palisades Hudson’s director of marketing and director of HR, Linda Field Elkin, in this brief interview.
Financial Independence: Reimagining Retirement
A financial planner hopes to rebrand the FIRE movement to FIRR — Financial Independence: Reimagine Retirement.
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The September Tax Data Dump
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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