Harvey was recently featured in a news article at CNBC.com entitled “Expect bonuses, not pay raises, this holiday season.” He comments about paying off high interest credit card debt, using debt to buy appreciating assets, and investing in education. To review the full article, please access https://www.cnbc.com/2017/11/15/expect-bonuses-not-pay-raises-this-holiday-season.html.

Harvey was recently featured in a FiduciaryNews article entitled “Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis.” He comments about what minor children can do to avoid financial problems in retirement. Great advice for intelligent and proactive parents and children, including time-tested tips from Your Financial Wizard’s toolbox. To review the full Read more about In the News: Fiduciary News[…]

Harvey was recently quoted in a Time / Money Magazine article entitled “3 Tax Loopholes for the Middle Class.”‎ He comments on certain Roth IRA strategies like the “Back Door IRA” and other creative Roth IRA strategies including a Roth Conversion. He is a big fan of Roth’s as most super-wealthy people have them! They must Read more about In the News: Time[…]

Harvey was featured in a Reuters news article entitled “How to avoid red flags when you change tax prep.” He comments about how an amended return was likely needed to be filed for a client due to the client skipping over carryforward losses on investments which can be missed if not accounted for. To review Read more about In the News: Reuters[…]