Eric Meermann says defining your goals is crucial to determining your best mortgage strategy.
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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:
Eric Meermann in Private Air Magazine
Eric Meermann suggests a variety of charitable giving strategies, from the straightforward to the creative.
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Eric Meermann in U.S. News & World Report
Eric Meermann reminds retirees that they can still be too cautious with their investment strategy.
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ReKeithen Miller in MoneyRates.com
ReKeithen Miller suggests that freelancers and self-employed workers build larger emergency funds.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo warns beneficiaries not to ignore the tax implications of an inheritance.
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Shomari Hearn in The Simple Dollar
Shomari Hearn explains how borrowing from your whole life policy can affect its eventual benefits.
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Melinda Kibler in U.S. News & World Report
Melinda Kibler urges singles nearing retirement to get serious about saving and investing for the long term.
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Shomari Hearn in NCR Silver
Shomari Hearn alerts small business owners to some of the benefits of offering a company 401(k) plan.
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Rebecca Pavese in the Erickson Tribune
Rebecca Pavese shares strategies for handling required minimum distributions effectively.
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David Walters in U.S. News & World Report
David Walters emphasizes the importance of a plan when approaching retirement as a couple.
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