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Articles We Have Commented In

 

I’m 49, my wife is 34, we have 4 kids and $2.3 million saved. I earn $300K a year but ‘lose a lot of sleep worrying about tomorrow’ — when can I retire? 5/26/2021

 

 

 

 

 

How to find your lost 401(k) and other retirement accounts 5/25/2021

 

 

 

 

 

10 Podcasts Advisors Love 4/16/2021

 

 

 

 

7 Money Lessons from the Pandemic That You Should Keep Practicing 4/20/2021

 

 

 

 

Inheriting a house? Read this before you make any rash decisions 4/9/2021

 

 

 

 

 

 

3 ways the American Rescue Plan will affect your wallet 3/18/2021

 

 

 

 

7 Essential Things to Do Now to ‘Spring Clean’ Your Finances for 2021 3/10/2021

 

 

 

 

Ask the expert: How to build an emergency fund after the pandemic 2/26/2021

 

 

 

 

 

Power outages force advisers to leverage Covid-19 contingencies 2/16/2021

 

 

 

 

The best personal finance books of 2020, according to experts 1/21/2021

 

 

 

 

 

The best ways to use a stimulus check 12/21/2020

 

 

 

 

Here’s Exactly How Saving Just Over $100 Can Transform Your Life 1/12/2021

 

 

 

 

Investor Business Daily: Online Onboarding Gains Traction With Financial Advisors During Pandemic 11/25/2020

 

 

 

 

Marketwatch: Financial advisers know how to respond to people’s money worries, but what about health fears? 11/8/2020

 

 

 

 

PolicyGenius Interview 11/5/2020

 

 

 

 

Marketwatch: Should I Retire 10/28/2020

 

 

 

 

 

PolicyGenius: We Asked 8 Experts: Is Trump or Biden Worse for the Economy? 10/15/2020

 

 

 

 

ThinkAdvisor: Advisors’ Advice: 14 Big Social Security Mistakes Clients Make 9/15/2020

 

 

 

 

ThinkAdvisor: You Don’t Have to Major in Business to be a Financial Planner 8/25/2020

 

 

 

 

Marketwatch: Should I Retire 7/31/2020

 

 

 

 

Forbes: What Is A Registered Investment Advisor (RIA)? 7/21/2020