MainStreet, October 15, 2013Paul Jacobs explains why retirement savers might want to recharacterize their IRAs (or Roth IRAs) ahead of next year’s October 15 deadline.
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
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Money, September 22, 2015Ben Sullivan warns investors not to confuse good outcomes with good decision-making.
Money, September 11, 2015Paul Jacobs answers a question about paying down debt and the best use for employer stock.
U.S. News & World Report, August 14, 2015Melinda Kibler suggests focusing on coverage needs, not investment potential, when choosing between term and permanent life insurance.
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