Get to know Palisades Hudson’s executive vice president and chief operating officer, Shomari Hearn, in this brief interview.
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Five Questions With: Shomari Hearn
A Podcast Hosting Primer
Getting started as a podcast host involves much more than just plugging in a microphone. Host Amy Laburda reflects after the first season of “Something Personal.”
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Retiring And Living Abroad (Podcast)
Master the financial complexities of retiring abroad in this podcast episode featuring Certified Financial Planners™ and IRS Enrolled Agents Shomari Hearn and ReKeithen Miller.
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Melinda Kibler in Bankrate
Melinda Kibler suggests a technique for ensuring you don’t forget to build retirement savings.
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Five Questions With: Cristina Galante
Get to know Palisades Hudson administrative manager Cristina Galante in this brief interview.
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State Income Taxes (Podcast)
How should you incorporate state income taxes into your financial planning? Senior client service manager ReKeithen Miller joins host Amy Laburda to discuss.
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Is My Bentley Deductible?
The concept of enjoying luxury cars, yachts or aircraft while also using them in your tax planning can be alluring. However, it’s critical to approach these opportunities with caution and compliance.
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Federal Income Tax (Podcast)
Getting a grip on your taxes means integrating tax planning into your overall financial plan — and, as a bonus, it means taking the pain out of Tax Day.
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Education Savings 101: The 529 Plan
Not every Section 529 plan is the same. Choosing the right plan will help you to get the most out of your education savings.
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Social Security And Medicare (Podcast)
Uncertainty about the future of Social Security and Medicare may unsettle you. Yet making the most of Social Security and Medicare as they are now is still a smart financial move. Learn more in the latest from our podcast.
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