The Pittsburgh Post-Gazette, August 8, 2011Anna Pfaehler revisits the complicated financial and legal landscape same-sex couples face.
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 Bloomberg
Paul Jacobs discusses the unlikely prospect of an American default.
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ReKeithen Miller in Daily Finance
ReKeithen Miller discusses the importance of having a financial backup plan.
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Anna Pfaehler in MarketWatch
MarketWatch, July 25, 2011Anna Pfaehler reminds same-sex couples of the importance of careful financial planning, whether or not they marry.
Rebecca Pavese in Fin24
Fin24, July 25, 2011Rebecca Pavese offers estate planning strategies to facilitate communication and minimize disputes.
Anna Pfaehler in Bankrate.com
Bankrate.com, July 20, 2011Anna Pfaehler advises same-sex couples to plan thoroughly for retirement.
Anthony Criscuolo in Physician’s Money Digest
Physician’s Money Digest, July 5, 2011 Anthony Criscuolo encourages investors to include Australia in their portfolio.
Larry Elkin in Entrepreneur
Entrepreneur, June 30, 2011 Larry Elkin revisits key advice when facing an IRS audit.
Paul Jacobs in Daily Finance
Paul Jacobs encourages couples to coordinate their investments for successful retirement planning.
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Benjamin Sullivan in CNN Money
CNN Money, June 23, 2011Benjamin Sullivan offers advice to a family looking to move to a larger home.





