Ben Sullivan identifies some common but badly chosen ways to spend a tax refund.
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:
Ben Sullivan in The Street
Ben Sullivan discusses his move to a lower tax state and identifies strategies for leaving a high-tax state behind.
Read More
Laurie Samay in The Street
Laurie Samay flags important tax credits that are sometimes overlooked.
Read More
Ben Sullivan in Money
Ben Sullivan explains the benefits of taking full advantage of a 401(k) program at work.
Read More
Paul Jacobs in PR Newswire
Paul Jacobs offers tax advice for freelancers.
Read More
Ben Sullivan in the Yonkers Tribune
Ben Sullivan describes the challenges, and potential advantages, inherent in moving from a high-tax state to a low-tax state.
Read More
Melinda Kibler in The Motely Fool
Melinda Kibler reminds taxpayers to take full advantage of tax deductions with a few simple techniques.
Paul Jacobs and Anthony Criscuolo in The Street
Paul Jacobs and Anthony Criscuolo discuss some of the pitfalls inherent in attempting to time the market.
Read More
Laurie Samay in The Street
Laurie Samay illustrates why seniors should consider their options before the end of Social Security’s “file and suspend” this spring.
Read More
Ben Sullivan in Money
Ben Sullivan identifies the problem with overly cautious investing in retirement.
Read More





