Ben Sullivan explains why target-date funds often represent an overly generalized approach, especially for investors at or near retirement.
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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 The Associated Press
Melinda Kibler advises taxpayers to file on time and pay what they’re able, even if they can’t immediately pay their full balance due.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs suggests contributing your tax refund to a traditional or Roth IRA.
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Shomari Hearn in Private Air Luxury Homes
Shomari Hearn suggests considering personal liability insurance as a way to protect personal assets and future earning power.
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Ben Sullivan in The Rheumatologist
Ben Sullivan provides an overview of changes to note and advice to remember when filing your 2016 income tax return.
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Paul Jacobs in SuperMoney
Paul Jacobs identifies a major advantage of rolling over a 401(k) into an IRA when you leave your job.
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Ben Sullivan in Magnify Money
Ben Sullivan encourages entrepreneurs to treat tax planning as an ongoing process and carefully track expenses.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs urges new parents to update their will with their wishes regarding custody.
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Shomari Hearn in U.S. News & World Report
Shomari Hearn recommends tax strategies for people with disabilities and their caretakers.
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Ben Sullivan in FingerCheck
Ben Sullivan shares tips for small business owners looking to take advantage of the tax benefits to which they are entitled.
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