Marketwatch, April 8, 2013
Paul Jacobs reviews Georgia’s advantages as retirement destination.
Paul Jacobs, CFP®, EA, has been our firm’s chief investment officer since 2012 and a client service manager since 2006. As CIO and chairman of the firm’s investment committee, Paul ... 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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