Bankrate.com, June 5, 2011
Benjamin Sullivan gives Shaquille O’Neal retirement advice.
As a client service manager, Benjamin C. Sullivan, CFP®, EA, is extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. ... Read Full
U.S. News & World Report, March 25, 2015
Eric Meermann discusses financial planning concerns and opportunities for adults over 55.
Forbes, March 3, 2015
Laurie Samay encourages taxpayers to get started by deciding whether or not to seek help from a professional in preparing their return.
Private Air Luxury Homes, March/April 2015
In a full chapter excerpt from our book, Looking Ahead, Shomari Hearn and Rebecca Pavese discuss the importance of nurturing relationships with adult children. (Article begins on page 92.)
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