News We Find Interesting

 

 

Articles We Have Commented In

Investor’s Business Daily: How Older Advisors Connect With Younger Clients 2/17/2022

 

 

 

 

Marketwatch: ‘My husband refuses to pay my student loans.’ His reason? I took out the loans before we were together. Is there some loophole to get him to pay? 2/3/2022

 

 

 

 

Marketwatch: I’m living out of my car until I start work, and even then I will only make $41K a year. But I owe $189K in student loans. What should I do? 1/18/2022

 

 

 

 

Marketwatch: One big question you need to ask yourself before you hire a financial adviser 1/5/2022

 

 

 

 

ReportDoor: Stressed about market volatility and want to change your investments? Do these 5 tasks instead 12/3/2021

 

 

 

 

Marketwatch: A big, big red flag. Do this kind of deep dive 12/2/2021

 

 

 

 

 

Marketwatch: 4 Surprising Things the Right FInancial Advisor Might do for you 10/6/2021

 

 

 

 

 

Marketwatch: Ready for a New Financial Advisor 10/1/2021

 

 

 

 

 

Marketwatch: You Want to Know this Ahead of time 9/14/2021

 

 

 

 

 

Marketwatch: If you don’t talk to your financial advisor at least this often, it could be a red flag 9/11/2021

 

 

 

 

 

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