by Salomon & Ludwin | Jul 1, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans” “Spending or saving every dollar is never a good idea since you are working and earning income. You should enjoy your hard work now but have a plan to save what is...
by Salomon & Ludwin | Jun 15, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance” “If a person finds themselves in a scenario where they are carrying debt over a period (such as credit card balances), it is important to create a plan...
by Salomon & Ludwin | May 11, 2022 | News
Dan Ludwin featured in Barron’s Article: “Retirees Face a Whirlwind Market. What Advisors Say They Should Do.”. To find this season’s best reads for wealth managers, Barron’s Advisor solicited recommendations from advisors across the profession. This week we ask: What...
by Salomon & Ludwin | Jun 22, 2021 | News
Dalal Salomon featured in her alma mater Michigan State University’s Spartan Magazine Dalal shares the journey that led her to Michigan State University; lessons she learned; and how they contributed to her success as a Financial Advisor. “At every turn, I followed my...
by Salomon & Ludwin | Apr 23, 2021 | News, Recognition
Dalal Salomon featured in Barron’s The Big Q Article titled: “How Would Your Advice Change if There’s a Capital Gains Tax Increase?” “Depending on the final outcome of any tax changes, our focus, as always, will be to understand each client’s specific tax situation...
by Salomon & Ludwin | Apr 13, 2021 | News, Recognition
Dalal Salomon featured in Barron’s Article: “Secrets to Their Success: How Top Women Advisors Advance Their Careers” Looking prospects in the eye, investing in herself & technology, and understanding clients’ wants, needs & priorities are just a few of the...