Eric Meermann reminds investors to carefully evaluate the risks of investing in municipal bonds.
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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:
Paul Jacobs in DepositAccounts
Paul Jacobs points out a potential estate planning benefit for those considering a Roth IRA conversion.
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Paul Jacobs in the Westchester County Business Journal
Paul Jacobs draws attention to opportunities for rebalancing your portfolio with regards to international equities.
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Shomari Hearn in MainStreet
Shomari Hearn emphasizes the importance of teaching children good financial habits.
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Paul Jacobs in The Fiscal Times
Paul Jacobs suggests budget adjustments for workers facing unintentional early retirement.
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ReKeithen Miller in Main Street
ReKeithen Miller offers tax planning tips to high-income taxpayers and same-sex couples as they approach year-end 2013.
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David Walters in DepositAccounts.com
David Walters discusses whether retirees should keep their life insurance policies or let them go.
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Paul Jacobs in MainStreet
Paul Jacobs explains why retirement savers might want to recharacterize their IRAs (or Roth IRAs) ahead of next year’s October 15 deadline.
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ReKeithen Miller in Physician’s Money Digest
ReKeithen Miller highlights special challenges and opportunities for year-end financial planning in 2013.
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Shomari Hearn in CNBC
Shomari Hearn illustrates prudent financial planning steps for clients dealing with an Alzheimer’s diagnosis in their households.
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