Palisades Hudson Financial Group

Breese Financial Group LLC Unveils Inflation & Tax Program To Helps 55+ Retirees

Retrieved on: 
Friday, March 3, 2023
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Charlotte, North Carolina--(Newsfile Corp. - March 3, 2023) - Breese Financial Group LLC, a leading financial planning firm based in the Greater Charlotte Area, NC, has launched a new Inflation & Tax Program aimed at helping 55+ retirees.

Key Points: 
  • Charlotte, North Carolina--(Newsfile Corp. - March 3, 2023) - Breese Financial Group LLC, a leading financial planning firm based in the Greater Charlotte Area, NC, has launched a new Inflation & Tax Program aimed at helping 55+ retirees.
  • "We understand that many retirees are worried about having enough income to maintain their lifestyle and keep up with inflation, while also ensuring that they don't pay more in taxes than they need to," said Jeremy D. Bryant, Financial Coach, Consultant, and Fiduciary at Breese Financial Group LLC.
  • In addition to the Inflation & Tax Program, Breese Financial Group LLC has recently developed several new offerings, including a wealth management portfolio.
  • Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Palisades Hudson Financial Group Promotes Four, Names New Managing VP

Retrieved on: 
Tuesday, December 20, 2022
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Paul Jacobs, CFP®, EA will become the fee-only financial planning and wealth management firm's managing vice president.

Key Points: 
  • Paul Jacobs, CFP®, EA will become the fee-only financial planning and wealth management firm's managing vice president.
  • He joined Palisades Hudson's staff 20 years ago and became a part of the executive team in 2017.
  • In addition to holding the CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent credentials, Jacobs is a member of the Financial Planning Association of Georgia.
  • In addition to Jacobs and Criscuolo, Palisades Hudson is also promoting current managing vice president Shomari Hearn to executive vice president and chief operating officer.

Palisades Hudson Financial Group Promotes Four, Names New Executive VP

Retrieved on: 
Thursday, December 15, 2022
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Hearn joined the fee-only financial planning and wealth management firm nearly 25 years ago and has been an executive since 2012.

Key Points: 
  • Hearn joined the fee-only financial planning and wealth management firm nearly 25 years ago and has been an executive since 2012.
  • While he began his Palisades Hudson career in New York, Hearn has been based in Fort Lauderdale since 2005, when he established the firm's first branch office.
  • As managing vice president, Hearn has focused on strategic initiatives such as Palisades Hudson's Entertainment and Sports team ( phentertainmentandsports.com ).
  • In addition to Hearn and Howard, Palisades Hudson is promoting current vice president and CIO Paul Jacobs to managing vice president.

Palisades Hudson Financial Group Promotes Four, Names EVP/COO

Retrieved on: 
Monday, December 12, 2022
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While he began his Palisades Hudson career in New York, Hearn has been based in Fort Lauderdale since 2005, when he established the firm's first branch office.

Key Points: 
  • While he began his Palisades Hudson career in New York, Hearn has been based in Fort Lauderdale since 2005, when he established the firm's first branch office.
  • Hearn formerly served as the chief compliance officer for the firm's investment advisor affiliate, Palisades Hudson Asset Management, L.P., and was a longstanding member of the firm's investment committee.
  • As managing vice president, Hearn's focus has been strategic initiatives such as Palisades Hudson's Entertainment and Sports team ( phentertainmentandsports.com ).
  • Criscuolo joined Palisades Hudson in 2008 and has been part of the management team since 2011.

Merit Financial Advisors Expands Presence in Connecticut with Acquisitions of Ceponis Financial Group and Brook Wealth Management

Retrieved on: 
Thursday, September 1, 2022
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ATLANTA, Sept. 1, 2022 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Ceponis Financial Group ("CFG") and Brook Wealth Management, LLC ("BWM"), adding two new offices and expanding Merit's existing presence in Fairfield County, Connecticut.

Key Points: 
  • ATLANTA, Sept. 1, 2022 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Ceponis Financial Group ("CFG") and Brook Wealth Management, LLC ("BWM"), adding two new offices and expanding Merit's existing presence in Fairfield County, Connecticut.
  • "Expanding our presence in Connecticut has been an important focus of ours, and we are delighted to welcome Ceponis Financial Group and Brook Wealth Management to our growing team," said David Brounley, Regional Director of Merit Financial Advisors.
  • Merit Financial Group, LLC, doing business as Merit Financial Advisors ("Merit"), is a national wealth management firm that supports both the independent broker-dealer and RIA models.
  • Merit Financial Group, LLC, Merit, Merit Financial Advisors are separate entities from LPL Financial.

Environmental Or Social Investing Can Hit Regulatory Tripwires

Retrieved on: 
Thursday, August 25, 2022
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ATLANTA, Aug. 25, 2022 /PRNewswire/ -- Trustees and others who act as fiduciaries must exercise caution when implementing an ESG-focused investment strategy, CERTIFIED FINANCIAL PLANNER™ Anthony Criscuolo recently warned. Failing to do so could land them in legal hot water.

Key Points: 
  • For More Information on Anthony Criscuolo visit:
    Criscuolo, a senior client service manager at Palisades Hudson Financial Group LLC, flaggedthis potential investment pitfall in a new article ( https://www.palisadeshudson.com/2022/07/an-esg-investing-hazard-for-fidu... ).
  • While investing with environmental and social goals in mind is increasingly popular, those who invest on others' behalf may need to prove that ESG strategies have financial benefits before pursuing them.
  • "The broad consensus is that fiduciary principles do not require trustees to consider ESG factors when selecting investments," Criscuolo wrote.
  • "However, trustees may consider ESG factors if, and only if, trustees expect better portfolio performance in the long run as a result."

Advice For Managing Your Remote Workforce

Retrieved on: 
Wednesday, July 27, 2022
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FORT LAUDERDALE, Fla., July 27, 2022 /PRNewswire/ -- Being a good manager is not substantially different when your employees are working from home than when they're in the office, says Shomari Hearn, managing vice president at Palisades Hudson Financial Group LLC.

Key Points: 
  • As it becomes clear that hybrid and remote work is here to stay, Hearn advises supervisors not to panic.
  • "A good manager sets clear goals and priorities, whether workers are remote or not," Hearn says.
  • He adds that "if you are used to managing staff in person, the shift to remote work may have led you to examine how you set goals and the way that you measure them."
  • "Adjusting to managing remote workers can mean rethinking certain habits and adopting new tools," Hearn writes.

Living Abroad Can Complicate Retirement

Retrieved on: 
Monday, June 27, 2022
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FORT LAUDERDALE, Fla., June 27, 2022 /PRNewswire/ -- CERTIFIED FINANCIAL PLANNER™ Melinda Kibler has a message for the estimated 9 million U.S. citizens living abroad: Pay attention to your retirement plans.

Key Points: 
  • FORT LAUDERDALE, Fla., June 27, 2022 /PRNewswire/ --CERTIFIED FINANCIAL PLANNER Melinda Kibler has a message for the estimated 9 million U.S. citizens living abroad: Pay attention to your retirement plans.
  • In a recent article for Palisades Hudson Financial Group LLC ( https://www.palisadeshudson.com/2022/05/retiring-to-a-simpler-life-abroa... ), Kibler explains that living abroad can complicate saving, investing and spending retirement funds.
  • U.S. citizens considering a move abroad after retirement face another set of complications.
  • Despite the complications, Kibler urges readers who are considering living abroad not to let the added complexity hold them back.

Don't Overlook Disability Insurance

Retrieved on: 
Wednesday, May 25, 2022
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ATLANTA, May 25, 2022 /PRNewswire/ -- Losing the ability to work is one of the greatest risks to financial stability of adults who support themselves, says certified public accountant Rebecca Pavese.

Key Points: 
  • This means that sole or primary earners may struggle to cover rent, utilities and other essentials unless they carry disability insurance.
  • "Without disability insurance, the expenses of daily living can eat through any savings cushion you've set aside," Pavese writes.
  • Pavese advises first checking to see if your employer offers disability insurance.
  • If you can't access coverage this way or these options don't provide the coverage you need, you may end up shopping for individual long-term disability coverage.

NFTs Can Create Tax Headaches

Retrieved on: 
Wednesday, April 27, 2022
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ATLANTA, April 27, 2022 /PRNewswire/ -- Artists and investors alike should know that NFTs can complicate their taxes, says Certified Financial Planner™ Thomas Walsh.

Key Points: 
  • In an article for the firm's newsletter (available online at https://www.palisadeshudson.com/2021/11/the-tax-consequences-of-nfts/ ), Walsh suggests that from a tax perspective NFTs have a lot in common with both cryptocurrencies and traditional collectibles.
  • "NFTs are new enough that tax authorities have issued little guidance," Walsh says.
  • "Taxpayers who buy or sell NFTs should take care to handle related tax concerns carefully."
  • Walsh cautions, "The tax considerations for a business enterprise involving NFTs can become highly complex."