Paul Jacobs suggests that growing retirement savings can be a smart way to maximize overall net worth.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Ben Sullivan in The Street
Ben Sullivan discusses ways to make the most of Social Security.
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Anthony Criscuolo in The Street
Anthony Criscuolo explains why focusing on total return is important, regardless of the interest rate environment.
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Thomas Walsh in Diversity Woman
Thomas Walsh urges those struggling with debt to face their fears and create a realistic plan for paying it down.
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Eric Meermann in U.S. News & World Report
Eric Meermann warns retirees to resist the temptation to abandon their investment strategy in the face of market ups and downs.
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Thomas Walsh in the Yonkers Tribune
Thomas Walsh advises investors looking for increased yield to consider strategic diversification.
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Paul Jacobs in Private Air Luxury Homes
Paul Jacobs offers advice for building a bond portfolio that can weather rising interest rates.
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Anthony Criscuolo in The Street
Anthony Criscuolo talks about the pros and cons of tapping your Roth IRA early.
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David Walters in GoBankingRates
David Walters debunks a piece of widespread but misguided financial advice.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn cautions against using credit cards to fund home improvements.
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