Physician’s Money Digest, August 2, 2012Shomari Hearn offers a tool for reducing taxes that are set to affect even modest estates.
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
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MarketWatch, May 2, 2013Paul Jacobs examines some of the problems common to mutual funds using hedge fund strategies.
Physician's Money Digest, April 25, 2013Anna Pfaehler reviews financial planning steps to take for individuals facing life-threatening illnesses and their partners.
The Fiscal Times, February 1, 2013Rebecca Pavese encourages taxpayers not to neglect a lesser-known benefit to homeowners with private mortgage insurance.
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