Paul Jacobs in Bloomberg

• • In the Media

    MarketWatch, May 2, 2013
    Paul Jacobs examines some of the problems common to mutual funds using hedge fund strategies.

    Physician's Money Digest, April 25, 2013
    Anna Pfaehler reviews financial planning steps to take for individuals facing life-threatening illnesses and their partners.

    The Fiscal Times, February 1, 2013
    Rebecca Pavese encourages taxpayers not to neglect a lesser-known benefit to homeowners with private mortgage insurance.

    View all Media Appearances

• • Our Blog

    Heidi Strikes Backby Larry M. Elkin, CPA, CFP®One senator in particular has reason to take internet sales tax legislation personally....Continue reading
  

  
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• • Newsletter

    New Tax Rules, Responses In 2013by Shomari D. Hearn, CFP®, EARecent tax law changes will impact many taxpayers in 2013, even those who don’t meet the government’s various definitions of “high-income.”...Continue reading

    
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