Paul Jacobs in Smart Money

by Paul Jacobs, CFP®, EA

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Smart Money, December 23, 2011
Paul Jacobs reviews Georgia’s advantages as a retirement destination.

About the Author
Paul Jacobs
Client Service Manager
Portfolio Manager
Chief Compliance Officer
Paul Jacobs, CFP^®, EA, joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006 he became a client service manager and transferred to Fort Lauderdale. In 2008 Paul moved to Atlanta, where he is presently the client service manager in charge, to establish the firm’s office there.

Paul graduated from New York University’s Stern School of Business with degrees in finance and accounting. He is a CERTIFIED ...View full profile
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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
  CNBC, May 10, 2012
  Anna Pfaehler recommends keeping the larger investment picture in mind when bracing against a depressed bond market.
  Bloomberg, May 7, 2012
  Jonathan Bergman comments on the protection offered by floating-rate loans.
  View all Media Appearances
- Our Blog
  Separating News From Noiseby Larry M. Elkin, CPA, CFP®It has been a tumultuous few weeks in the financial markets, but there is less to the news than meets the eye....Continue reading
- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
  For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.

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