Forbes, March 24, 2010Shomari Hearn discusses when it makes sense to use a 401(k) loan to buy a house.
Shomari D. Hearn, CFP®, EA, is the senior client service executive in charge of our Florida practice. Though based in the firm’s Fort Lauderdale office, he regularly meets with ... Read Full
Your Name (required)
Your Email (required)
Fox Business, January 22, 2015Melinda Kibler encourages first-time taxpayers to get organized and avoid procrastination.
CBS Moneywatch, December 15, 2014Rebecca Pavese describes last-minute tax housekeeping maneuvers that can make for a happier new year.
Westchester Magazine, November 2014Larry Elkin shares stories and wisdom from Palisades Hudson's first two decades.
Learn about our book in the "Insights" section Book page.
For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.
Because you are using an outdated version of MS Internet Explorer. For a better experience using websites, please upgrade to a modern web browser.