Melinda Kibler offers advice on determining whether to hire an employee or an independent contractor.
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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 DepositAccounts
Anthony Criscuolo emphasizes the importance of a formal plan and explicit goals when determining your financial needs in retirement.
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Anthony Criscuolo in ExpertBeacon
Anthony Criscuolo reviews strategies to adopt and pitfalls to avoid when planning to minimize taxes in retirement.
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Shomari Hearn in DailyFinance
Shomari Hearn suggests updating beneficiary designations in the wake of a divorce.
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Paul Jacobs in Physician’s Money Digest
Paul Jacobs discusses the benefits and hazards of investing in private equity funds.
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Melinda Kibler in Refinery29
Melinda Kibler suggests putting your tax refund to work by investing it for long-term growth.
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Shomari Hearn in MainStreet
Shomari Hearn describes situations in which individuals might miss out on an income tax refund to which they are entitled.
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Shomari Hearn in Financial Planning
Shomari Hearn explains why long-term investors don’t need to worry about high-frequency trading.
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Rebecca Pavese in The New York Times
Rebecca Pavese encourages taking proactive steps if you think your tax return will not be ready by April 15.
Ben Sullivan in Newsday
Ben Sullivan helps determine whether dependents should file a tax return as a dependent.
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