David Zemon


Take advantage of compounding interest when saving for retirement

July 10, 2018

Start saving and investing early in order to achieve your financial goals.

Donor-advised funds offer several advantages for charitable giving

June 15, 2018

Funds incorporate tax benefits with donor control over who receives grants.

Market volatility: Ride the ‘roller coaster’ with these tips

May 08, 2018

Acting based on fear can negatively affect long-term investment performance, write Jeff Witz, CFP, and David Zemon.

ABLE accounts help saving for children with special needs

April 01, 2018

"The primary advantage of using an ABLE account is that the savings largely do not affect an individual’s eligibility for Supplemental Security Income (SSI), Medicaid, and the Supplemental Nutrition Assistance Program (SNAP)," write Jeff Witz, CFP, and David Zemon.