Bankrate, October 21, 2014
Eric Meermann offers a new technique for increasing Roth account retirement savings.
Eric Meermann, CFP®, CVA, EA, brings his extensive experience to our firm’s investment management, retirement planning, estate planning and tax compliance practices. He is the lead ... 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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