Chicago Tribune , September 23, 2010Paul Jacobs emphasizes the possible savings from recharacterizing your IRA.
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:
ReKeithen Miller in The Faster Times
The Faster Times, September 9, 2010ReKeithen Miller explains why you need life insurance even if you have no dependents.
Jonathan Bergman in Bankrate.com
Jonathan Bergman describes the advantages of using intra-family loans. He also details a recent client experience.
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Shomari Hearn in Pittsburgh Post-Gazette
Pittsburgh Post-Gazette, September 2, 2010Shomari Hearn discusses possible causes for the recent increase in hardship withdrawals from 401(k) accounts.
Eric Meermann in Daily Finance
Eric Meermann discusses investing for people in their 40s.
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Jonathan Bergman in Pittsburgh Post-Gazette
Pittsburgh Post-Gazette, August 18, 2010Jonathan Bergman discusses how a 2006 lawsuit and new regulations led to lower fees in 401(k) …
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David Walters in eHow
eHow, August 2010David Walters shares advice for beginning investors.
Shomari Hearn in Sun Sentinel
Shomari Hearn answers a question as to whether or not credit card debt settlement programs are worth the cost.
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Shomari Hearn in Palm Beach Daily News
Shomari Hearn explains some of the circumstances in which irrevocable trusts can be modified.
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Jonathan Bergman in NYDailyNews.com
Jonathan Bergman provides guidance to retirement plan participants when using target-date funds.
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