David Walters points out that, in some situations, it can pay to avoid cash.
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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:
Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo explains why duration should be a key factor of your portfolio’s bond strategy.
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Eric Meermann in Consumer Reports
Eric Meermann suggests a few financial “spring cleaning” tasks worth addressing.
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Paul Jacobs in AZ Central
Paul Jacobs weighs in on strategies for getting an effective head start on next year’s taxes.
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Paul Jacobs in Reach Further
Paul Jacobs identifies a way that tax reform can help small businesses, including sole proprietors and independent contractors.
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Ben Sullivan in FitSmallBusiness
Ben Sullivan encourages small business owners to thoroughly research various retirement plan options.
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Ben Sullivan in The Street
Ben Sullivan busts several common income tax myths.
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Shomari Hearn in The Street
Shomari Hearn explains why it’s critical to know what your existing insurance covers – and why you may need more liability insurance to protect your personal assets.
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Anthony Criscuolo in Reader’s Digest
Anthony Criscuolo offers financial planning advice for retirees.
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Paul Jacobs in Third Age
Paul Jacobs describes how to use your 2017 tax return as a basis for planning for changes in 2018.
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