David Walters identifies a common reason that an individual may want both a traditional and a Roth IRA.
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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:
Melinda Kibler in The Street
Melinda Kibler explains the risks and drawbacks associated with long-term care insurance.
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ReKeithen Miller in Credit Karma
ReKeithen Miller discusses the ins and outs of filing an amended income tax return.
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ReKeithen Miller in NetQuote
ReKeithen Miller cautions against buying life insurance without researching a carrier’s financial health.
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Anthony Criscuolo in The Knot
Anthony Criscuolo answers common questions about how marriage affects partners’ credit scores.
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Ben Sullivan in DealNews
Ben Sullivan urges the newly single not to delay in removing an ex from joint accounts.
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Ben Sullivan in GoBankingRates
Ben Sullivan recommends steps to take while working to create a more financially stable retirement.
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Paul Jacobs in Mass Mutual
Paul Jacobs suggests factors to consider when selecting life insurance.
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Melinda Kibler and Eric Meermann in The Street
Melinda Kibler and Eric Meermann encourage young adults to take full advantage of tax rules, from maximizing deductions to filing an extension if necessary.
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ReKeithen Miller in Newsday
ReKeithen Miller warns taxpayers to carefully review tax returns to avoid refund delays.
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