David Walters warns that using retirement savings to fund a child’s educational costs is rarely the best choice.
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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:
Laurie Samay in MarketWatch
Laurie Samay reviews some of the factors to consider before following Burger King to Canada in search of tax benefits.
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David Walters in Pittsburgh Post-Gazette
David Walters advises against using retirement savings to pay for educational costs.
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David Walters in the Portland Business Journal
David Walters walks step-by-step through the complicated process of selling a business.
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ReKeithen Miller in MainStreet
ReKeithen Miller recommends taking steps to ensure you fully benefit from your company’s 401(k) match program.
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Larry Elkin in The Pittsburgh Post-Gazette
Larry Elkin suggests the stock market currently lacks the conditions that usually indicate a bubble.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn emphasizes the importance of careful estate planning for families of children with disabilities.
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Eric Meermann in Forbes
Eric Meermann encourages securely disposing of unnecessary financial clutter.
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Eric Meermann in The New York Times
Eric Meermann explains that profit sharing plans can help small businesses level the playing field when it comes to retirement benefits.
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Melinda Kibler in MainStreet
Melinda Kibler warns Gen X retirement savers that overly conservative investing can be just as damaging as aggressive investing.
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