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Author: Melinda Kibler and Jeremy Dym

Melinda Kibler, Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), is a client service and portfolio manager with Palisades Hudson Financial Group’s Fort Lauderdale, Florida office. Jeremy Dym is a client service associate in the firm’s Stamford, Connecticut office.

Palisades Hudson Financial Group is a fee-only financial planning firm and investment manager based in Fort Lauderdale, Florida, with more than $1.4 billion under management. It offers financial planning, wealth management, and tax services. Its Entertainment and Sports Team serves entertainers and professional athletes. Branch offices are in Stamford, Connecticut; Atlanta, Georgia; Portland, Oregon; and Austin, Texas.