Articles We Have Commented In
WSJ: Retiring Before 65? Make Sure to Know Your Healthcare Options 2/3/2024
DMagazine: Aging Well 11/27/2023
Yahoo: Gen-Z is Expecting a 40 Year Retirement 6/26/2023
Opinion: Marketwatch: Why you should protect your salary with ‘own occupation’ disability insurance 1/10/2023
AARP: “Top Money Tips for 2023” 12/19/2022
Marketwatch: ‘It is certainly challenging.’ I’m trying to decide between 2 different financial advisers. Are there things to ask them, beyond the obvious, to pick the right one? 6/15/2022
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
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
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