The new year has arrived, with a new presidential administration shortly to follow. Taxpayers may wonder: Is a new tax landscape is imminent?
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Taxes Loom Large In 2025
Palisades Hudson’s Executive Team Grows In 2025
David Walters, Eric Meermann, Benjamin C. Sullivan, ReKeithen Miller and Rebecca Pavese take on new roles in 2025, joining colleagues promoted in fall 2024.
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Financial Planning For Parents (Podcast)
From the costs of pregnancy and childbirth to paying for a college education, parents face many financial planning challenges and opportunities. Rebecca Pavese, CPA, offers her perspective.
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Five Questions With Kirstie Ward
Get to know financial planning manager and chief compliance officer Kirstie Ward in this brief interview.
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Love, Marriage And Prenups (Podcast)
Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
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Use It Or Lose It? FSAs And HSAs
Flexible spending accounts and health savings accounts can serve as powerful tools to help you keep your medical expenses manageable.
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Post-Election Investment Planning: Buckle Up But Don’t Bail Out
The future is always uncertain, but for many, it feels especially uncertain now. Luckily, knowing the future is not a key part of a well-made financial plan.
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Buying A Home (Podcast)
The process of buying a home can seem daunting, especially for first-time homebuyers. In this episode, vice president Eric Meermann demystifies the financial dimensions of homeownership.
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A New Car Without Breaking Your Budget (Podcast)
Most of us need a car, but how should you get one? Buy or lease? New or used? Senior client service associate Kasey Radney is here to guide you through the decision.
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Five Questions With Kasey Radney
Get to know Palisades Hudson senior client service associate Kasey Radney in this brief interview.
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