Shomari Hearn suggests various strategies for reducing your 2018 tax bill, even past the end of the calendar year.
Read More
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:
Larry Elkin in MD Magazine
Larry Elkin cautions consumers about the downsides of critical illness insurance and suggests alternatives.
Read More
Paul Jacobs in Third Age
Paul Jacobs warns investors against pinning their hopes on a “rock star” mutual fund manager.
Read More
Ben Sullivan in Kiplinger
Ben Sullivan urges retirees to make the most of their ability to fund a child’s 529 savings plan.
Read More
Shomari Hearn in Miami Patch
Shomari Hearn examines the state of universal life insurance and suggests strategies for policyholders worried about the future.
Read More
Eric Meermann in the Fairfield County Business Journal
Eric Meermann provides a guide to the tax issues associated with closing a small business.
Read More
Ben Sullivan in Kiplinger
Ben Sullivan discusses strategies that retirees can use to reduce their tax bill under the new tax regime.
Read More
Rebecca Pavese in Atlanta Patch
Rebecca Pavese offers tax advice to married individuals who live in different states from their spouses.
Read More
Shomari Hearn in U.S. News & World Report
Shomari Hearn weighs in on how to make the most of your health savings account.
Read More
Ben Sullivan in The Girlfriend from AARP
Ben Sullivan describes the two main types of life insurance for a shopper considering her first policy.
Read More