Ben Sullivan discusses tips for preparing your 2018 tax returns in light of recent tax law changes.
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Tag Archives: Podcast: Westchester on the Level
Rebecca Pavese in Westchester on the Level
Rebecca Pavese talks about how to fairly and responsibly plan for your grandchildren’s financial well-being.
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Anthony Criscuolo on Westchester on the Level
Anthony Criscuolo explains the basics of passive versus active investing and the importance of investing for the long term.
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Eric Meermann on Westchester on the Level
Eric Meermann talks in depth about Palisades Hudson’s entertainment and sports team, the firm’s national growth, our new Stamford office and more.
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David Walters on Westchester on the Level
David Walters offers a financial planner’s view of the car-buying process, including the pros and cons of buying and leasing a new vehicle.
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Eric Meermann in Westchester on the Level
Eric Meermann goes in depth about real estate, including mortgage strategies for those with various financial goals, as well as Palisades Hudson’s overall approach to personal financial planning.
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Rebecca Pavese on Westchester on the Level
Rebecca Pavese goes in depth about the choice to lend, rather than give, money to adult children, as well as the broader ways that personal relationships impact financial planning.
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Melinda Kibler on Westchester on the Level
Melinda Kibler discusses guardianship, estate planning and ways to begin difficult but important conversations about the future. She also describes Palisades Hudson’s unique approach to building client relationships for the long term.
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Paul Jacobs on Westchester On The Level
Paul Jacobs discusses his article “Ten Reasons To Sell A Mutual Fund Other Than Poor Performance,” as well as answering a variety of investment questions.
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Ben Sullivan on Westchester On The Level
Ben Sullivan discusses Palisades Hudson’s new book, Looking Ahead, and how our company helps its clients.
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