ReKeithen Miller advises parents on the smartest way to loan money to adult children.
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:
Rebecca Pavese in IE3
Rebecca Pavese identifies the potential benefit of delaying certain deductible expenses until the next calendar year.
Read More
Eric Meermann in The Christian Science Monitor
Eric Meermann shares a less-common technique for paying off student loans.
Read More
Laurie Samay in GoBankingRates
Laurie Samay alerts new homeowners to a tax benefit they should not overlook.
Read More
David Walters in Forbes
David Walters identifies a common 401(k) expense to watch out for.
Read More
Rebecca Pavese in The Street
Rebecca Pavese talks about strategies for maximizing tax savings as the year draws to a close.
Read More
Shomari Hearn in U.S. News & World Report
Shomari Hearn warns investors that social media can amplify the dangers of following the crowd.
Read More
Paul Jacobs in The Street
Paul Jacobs addresses the question of whether investors should sell their mutual funds as the end of the year approaches.
Read More
Paul Jacobs in Investor’s Business Daily
Paul Jacobs gives investors several potential reasons to sell a mutual fund, even if it is not underperforming.
Read More
Paul Jacobs in the Yonkers Tribune
Paul Jacobs lists 10 good reasons – other than poor performance – to sell a mutual fund.
Read More
