Select Media Quotes/ Mentions
Yahoo Finance, July 8, 2023
This is the biggest mistake when planning for retirement
This is the biggest mistake when planning for retirement
US News & World Report, June 29, 2023
The Pros and Cons of Credit Cards
The Pros and Cons of Credit Cards
Investopedia, June 12, 2023
Looking for Even Higher CD Rates? Consider Brokered CDs
Looking for Even Higher CD Rates? Consider Brokered CDs
Reuters, May 23, 2023
Boxed Out - Why safe deposit boxes are harder to find
Boxed Out - Why safe deposit boxes are harder to find
AARP, April 7, 2023
Singles’ Guide to Estate Planning
Singles’ Guide to Estate Planning
Businessweek, April 6, 2023
What to Do With My Money - A Guide to 2023 Investing
What to Do With My Money - A Guide to 2023 Investing
Bloomberg, March 31, 2023
Getting the Highest Social Security Benefit Is More Crucial Than Ever
Getting the Highest Social Security Benefit Is More Crucial Than Ever
Bloomberg, March 14, 2023
What the Silicon Valley Bank Collapse Means for Your Clients' Money
What the Silicon Valley Bank Collapse Means for Your Clients' Money
MarketWatch, December 2, 2022
The No. 1 expense, by far, for retired Americans
USA TODAY Money Personal Finance Investment Guide, October 20, 2022
There’s more to investing than stocks and bonds (p. 17)
There’s more to investing than stocks and bonds (p. 17)
MarketWatch, October 4, 2022
5 expenses that many retirees don’t fully account for
5 expenses that many retirees don’t fully account for
CNBC.com, September 13, 2022
What to do before cutting back on retirement savings
What to do before cutting back on retirement savings
Buckle Up: How investors can deal with crypto turbulence
comparecredit.com, May 20, 2022
3 Things Every New Grad Should Know About Money
3 Things Every New Grad Should Know About Money
Policygenius, February 23, 2022
3 money tips from experts who survived the Great Inflation
3 money tips from experts who survived the Great Inflation
Yahoo Money, February 10, 2022
How to create and maintain a healthy budget with your partner
How to create and maintain a healthy budget with your partner
CNBC.com, February 7, 2022
How to pick investment accounts for long-term money goals
How to pick investment accounts for long-term money goals
MarketWatch, February 3, 2022
CNBC.com, October 8, 2021
How to pick the best 529 college savings plan
How to pick the best 529 college savings plan
MarketWatch, April 9, 2021
Inheriting a house? Read this before you make any rash decisions
Inheriting a house? Read this before you make any rash decisions
Bloomberg, February 7, 2021
Kiplinger's Personal Finance Magazine, November 2020 issue
Lending Money to a Friend in NeedMagnifyMoney, July 1, 2020
How to Invest in GoldReuters, March 19, 2020
Reuters, September 25, 2019
CreditCards.com, August 13, 2019
4 reasons why college students need a credit card
4 reasons why college students need a credit card
Forbes.com, April 10, 2019
Pros And Cons Of ESG Funds
MagnifyMoney, February 12, 2019
When to Take Social Security: 62 vs. 70