Laurie Samay encourages taxpayers to get started by deciding whether or not to seek help from a professional in preparing their return.
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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:
ReKeithen Miller in MainStreet
ReKeithen Miller provides advice on the best way to use your tax refund to boost your retirement savings.
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Anthony Criscuolo in MainSteet
Anthony Criscuolo advises savers on how to start and maintain a sufficient emergency fund.
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Shomari Hearn and Rebecca Pavese in Private Air Luxury Homes
In a full chapter excerpt from our book, Looking Ahead, Shomari Hearn and Rebecca Pavese discuss the importance of nurturing relationships with adult children.
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Anthony Criscuolo in HerLife
Anthony Criscuolo explains the importance of living wills for adults of every age.
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Ben Sullivan in MainStreet
Ben Sullivan urges entrepreneurs and freelancers to take advantage of their full range of retirement plan options.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn talks about the importance of accounting for future potential incapacity in creating an estate plan.
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Anthony Criscuolo in MainStreet
Anthony Criscuolo explains the benefits of life insurance in mitigating the tax burden on your estate’s heirs.
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Rebecca Pavese in MainStreet
Rebecca Pavese encourages parents not to miss out on income tax deductions to which they might be entitled.
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Shomari Hearn in Bankrate
Shomari Hearn suggests prudent financial planning steps for childless retirees.
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