Articles & Publications
31 appearances
Forbes
Planning To Work Longer? Continued Employment May Not Be An OptionOctober 20, 2026 · By Sheila Callaham, Contributor
“Waiting until 70 is a default, not a commandment.”
Also appeared on Yahoo Finance
ThinkAdvisor
5 Ways to Help Clients Avoid RMD Confusion
October 19, 2026 · By Rob Burgess
“Once the money arrives like a paycheck, people start spending it like one.”
Barron’s
5 Tips to Help Young Adults Avoid the Dreaded ‘Failure to Launch’
September 25, 2026 · By Cheryl Winokur Munk
MoneyLion
7 Ways To Rewrite Your Money Plan Before Inflation Rewrites It for YouAugust 20, 2026 · By Jennifer Taylor
“Working one or two extra years is the single most powerful lever, because it does three things at once.”
Also appeared on AOL
U.S. News & World Report
Guaranteed Income Strategies for Retirement
August 19, 2026 · By Kate Stalter, CFP
“Delaying is longevity insurance.”
Barron’s
One Year In, How the One Big Beautiful Bill Act Has Made Financial Planning Easier
July 13, 2026 · By Kenneth Corbin
“When the QBI deduction might vanish in 18 months, you optimize cautiously. Now that it’s permanent, we solve a business owner’s salary, retirement plan design, and entity structure together and model it over a decade instead of a single tax year.”
The Daily Upside
What’s the Magic Retirement Number? Check Your Clients’ ZIP CodeJuly 10, 2026 · By Griffin Kelly
“The number also becomes a treadmill. Someone hits it and immediately moves the goalposts because the number was never connected to a life they actually wanted.”
Also appeared on Yahoo Finance
MarketWatch
Your aging parent has a new romance. Here’s how to protect your inheritance — without looking greedyJune 30, 2026 · By Morey Stettner
Also appeared on MSN
KPVI (syndicated financial commentary)
Half of Americans Think They’ll Live to 100. Their Retirement Plans Say Otherwise
By Liam Gibson
U.S. News & World Report
7 Top Stocks With Recent ‘Buy’ Ratings
June 23, 2026 · By Kate Stalter, CFP
“The bull case is that Uber’s real moat isn’t the cars. It’s the matching technology and a two-sided marketplace that’s brutally hard to rebuild city by city.”
The Daily Upside
Clients Have Money. They’re Just Not Sure What to Do with It in RetirementJune 19, 2026 · By Griffin Kelly
“Before we talk withdrawal rates, we build a Statement of Financial Purpose, one sentence that captures what the money is actually for. The questions matter more than the math here.”
Also appeared on Yahoo Finance
Wealthtender
How Financial Advice Can Be Right, Yet Dangerously Wrong for You
June 9, 2026 · By Opher Ganel
“The question isn’t always ‘Is this information right?’ but rather ‘Is this information right for me?’”
Medium — Financial Strategy
Avoid a Recession Trap? It’s Not About the Markets
June 1, 2026 · By Opher Ganel
“Most recession worry is misdirected. The W-2 employee fretting about the S&P 500 is usually overexposed to their employer’s industry, not the overall market.”
ThinkAdvisor
How to Help Grown Children and Aging Parents With Tough Talks
May 13, 2026 · By Dinah Wisenberg Brin
“A neutral third party can move a conversation in 30 minutes that a family has avoided for 30 years, and for advisors, facilitating that meeting is one of the most valuable things we do.”
Financial Advisor Magazine
Parents Ditch 529 Plans and Embrace Bitcoin for College Savings
February 3, 2025
CBS News
What’s the minimum you should deposit in a CD?June 27, 2024
“I would look at the after tax return with interest plus principal that you would like to have on the back end.”
More from CBS News:
- How does credit card debt forgiveness work? · February 14, 2024
- Another Fed rate hike — should you open a CD now or wait? · August 24, 2023
- What another Fed rate hike could mean for your savings · August 17, 2023
CNBC
Want to retire early? Answer 1 question first, says financial plannerSeptember 8, 2022
“If you can be articulate about what’s important to you, your vision is clear.”
More from CNBC:
- Don’t retire early before you consider these 2 things · September 15, 2022
Forbes
Alternative Ways to Invest Your Health Savings Account (HSA)
Fortune
How to Stay on Budget When Prices Increase
Money.com
Parents Buy Homes in College Towns
InvestmentNews
Advisers: Billionaires Tax Proposal Could Expand to Other Income Levels
InvestmentNews
Debt Ceiling Brinkmanship Not a Concern for Advisers
ThinkAdvisor
How to Protect Portfolios When Inflation Hits: Advisors’ Advice
ThinkAdvisor
What to Tell Young Clients on FIRE to Retire: Advisors’ Advice
ThinkAdvisor
No Client Exodus From Crypto After FTX Collapse, Advisors Say
Financial Planning Magazine
SEC Fights ‘Dangerous’ Gamification of Retail Investing
Financial Planning Magazine
Millennials and Gen Z Investors Jolted by Market Downturn
ETF.com
Are Financial Advisors Behind the Crypto Curve?
Investor’s Business Daily
Target-Date Fund Risk: Putting Your Retirement on Autopilot May Cost You
The Crypto Radio
Bitcoin or Bust: Advisors Risk Losing Clients
NerdWallet (syndicated via MarketWatch)
It’s Not Free Money: Know the Costs and Risks Before You Tap Your Home Equity
March 10, 2022 · By Barbara Marquand