Shomari Hearn shares advice for making the most of a financial windfall.
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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 Bankrate
Eric Meermann suggests a starting place for first-time IRA investors.
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Rebecca Pavese in The Street
Rebecca Pavese offers key tax strategies you should consider before the end of the year.
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Melinda Kibler in The Street
Melinda Kibler urges 401(k) holders to use the open enrollment period to rebalance and diversify their investment portfolio.
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Thomas Walsh in the Pittsburgh Post-Gazette
Thomas Walsh discusses how mutual fund investors can avoid unexpected taxable distributions at the end of the year.
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Laurie Samay in Wise Bread
Laurie Samay explains key strategies for preserving and growing wealth.
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Melinda Kibler in GoBankingRates
Melinda Kibler describes key differences between money market and savings accounts.
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Rebecca Pavese in the Yonkers Tribune
Rebecca Pavese lists a variety of useful tax moves to make before the end of the year.
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Ben Sullivan in The Street
Ben Sullivan emphasizes the importance of communicating your preferences regarding end-of-life care.
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Rebecca Pavese and Shomari Hearn in The Street
Rebecca Pavese and Shomari Hearn offer advice on how and why to give to charity this holiday season.
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