ReKeithen Miller warns Americans considering moving abroad to be careful in handling their tax situations.
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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:
Melinda Kibler in Zing! by Quicken Loans
Melinda Kibler advises first-time homeowners to pay attention to potential tax breaks.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo suggests reasons to start your estate plan in your 20s.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller reminds retirement savers to roll over retirement accounts rather than cashing them out prematurely.
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Melinda Kibler in DealNews
Melinda Kibler urges taxpayers who recently sold a home not to overlook (or underdocument) potential tax breaks.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs encourages couples to communicate and fully explore their options when shifting from two incomes to one.
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Ben Sullivan in the Yonkers Tribune
Ben Sullivan alerts taxpayers that they can still take action to reduce their 2016 taxes.
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Paul Jacobs in the Pittsburgh Post-Gazette
Paul Jacobs weighs in on the potential for an interest rate spike.
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Thomas Walsh in U.S. News & World Report
Thomas Walsh offers advice for first-time investors considering a brokerage account.
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ReKeithen Miller on The Money Champ
ReKeithen Miller talks to host Nick Blair about investing strategies for millennials.
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