Paul Jacobs warns investors against pinning their hopes on a “rock star” mutual fund manager.
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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 Kiplinger
Ben Sullivan urges retirees to make the most of their ability to fund a child’s 529 savings plan.
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Shomari Hearn in Miami Patch
Shomari Hearn examines the state of universal life insurance and suggests strategies for policyholders worried about the future.
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Eric Meermann in the Fairfield County Business Journal
Eric Meermann provides a guide to the tax issues associated with closing a small business.
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Ben Sullivan in Kiplinger
Ben Sullivan discusses strategies that retirees can use to reduce their tax bill under the new tax regime.
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Rebecca Pavese in Atlanta Patch
Rebecca Pavese offers tax advice to married individuals who live in different states from their spouses.
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Shomari Hearn in U.S. News & World Report
Shomari Hearn weighs in on how to make the most of your health savings account.
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Ben Sullivan in The Girlfriend from AARP
Ben Sullivan describes the two main types of life insurance for a shopper considering her first policy.
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Thomas Walsh in The Simple Dollar
Thomas Walsh identifies four common threats to your retirement plan.
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Anthony Criscuolo in FitSmallBusiness
Anthony Criscuolo explains why most people are better off with term life insurance than whole life insurance.
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