Press Contributions
Life Planning Partner’s contributions to printed and online financial planning articles
2024
Life spans are growing but ‘health spans’ are shrinking. What that means for your money
CNBC October 9, 2024
With more interest rate cuts, market volatility on the horizon, here’s what investors can do to prepare
CNBC September 25, 2024
Pesky medical bill? Many people don’t take a key step to manage that debt, study finds
CNBC September 20,2024
How Long Do You Expect to Live? It Pays to Make an Educated Guess
Barron’s 9/13/2024
Here’s how to know if your college kid actually needs ‘dorm insurance’
CNBC 9/10/2024
Here’s when it makes sense to buy vs. rent
CNBC August 31, 2024
How investors can prepare for lower interest rates: It’s ‘like getting a haircut,’ advisor says
NBC Washington August 23, 2024
4 tips for securing your financial future
CNBC July 29, 2024
Many people retire in dept. Here’s how to manage it.
YahooFinance 07/13/2024
How Likely Are You to Need Long-Term Care?
MorningStar 07/12/24
MD-Turned-Advisor Offers Early Retirees Health-Coverage Ideas
RT65 Magazine, 2024
Is Money Making You Sick?
Time 04/15/24
Quiet luxury is alive and well in 2024. Here’s why the old money style is so hard to shake
CNBC 04/02/24
How Does Long COVID Affect Your Retirement Planning?
NerdWallet 04/01/24
Covid changed how we spend: More YOLO splurging but less saving
Washington Post 03/29/24
This is the easiest way for newbies to start investing, financial experts say – CNBC 03/18/2024
Nearly half of young adults have ‘money dysmorphia,’ survey finds. Here are the symptoms – CNBC 03/13/2024
The Burning Question For Clients: Are You Happy? – FA Magazine 03/13/2024
If you want to age in place in retirement, experts say these are the things you should consider – CNBC 02/03/2024
Ask yourself these 5 questions before having kids – CNBC 01/31/2024
5 Mistakes Couples Make When Opening Joint Accounts – Yahoo Finance 1/19/2024
2023
Annuity sales are on track for a record year. Here’s what to know before buying – CNBC 12/20/2023
Here’s how to make the most of your workplace health plan in 2024 – CNBC 12/18/2023
What to know before rolling money from a 401k to IRA – CNBC 12/05/2023
7 Common Medicare Mistakes And How To Avoid Them – Forbes 11/22/2023
Worried About Long-Term Care Expenses? Let’s Do Something About It. – Morningstar 11/10/2023
4 Signs $250,000 Won’t Be Enough for You To Retire – Yahoo Finance 10/30/2023
Here are 4 ways health savings accounts can be used to pay insurance premiums – CNBC 10/26/2023
Picking health insurance can be tricky: 6 key terms to know – CNBC10/24/2023
Six tips to navigate open enrollment season – Washington Post 10/11/2023
This account is like an ‘extra strength’ Roth IRA, advisor says. Here’s when to use it. CNBC 9/19/2023
Create a care plan for older parents (or yourself). NOCB 8/21/2023
Mastering this skill is the ‘hardest part’ of personal finance, advisors say. CNBC 5/29/2023
As part of the ‘cocktail culture,’ consumers are still splurging on dinner and drinks. CNBC 5/24/2023
More retirement plans will soon have annuity options amid what one money manager calls ‘the silent crisis of financial insecurity’. CNBC 4/20/2023
Here’s a decade-by-decade guide to building wealth. CNBC 4/7/2023
FDIC coverage limits may be raised above $250,000 again. How experts say you can have more of your deposits insured. CNBC 3/27/2023
Health Weighs on Financial Planning Beyond Just Insurance, FA Says. Financial Advisor IQ 3/24/2023
Most Medicare Advantage users are happy with their plan. What to do if you’re not. CNBC 3/2/2023
The Benefits of Working Part-Time in Retirement. Entrepreneur 3/1/2023
Expect to Live a Long Time? Plan for Rising Healthcare Costs. Barrons 2/10/2023
Annuity sales hit record last year, eclipsing sales during 2008 financial crisis amid fear, higher rates CNBC 2/2/2023
Medicare users still have time to change, drop 2023 Advantage Plan coverage. What to know CNBC 1/30/2023
Here’s how to make the most of your workplace health plan in 2024 – CNBC 12/18/2023
What to know before rolling money from a 401k to IRA – CNBC 12/05/2023
7 Common Medicare Mistakes And How To Avoid Them – Forbes 11/22/2023
Worried About Long-Term Care Expenses? Let’s Do Something About It. – Morningstar 11/10/2023
4 Signs $250,000 Won’t Be Enough for You To Retire – Yahoo Finance 10/30/2023
Here are 4 ways health savings accounts can be used to pay insurance premiums – CNBC 10/26/2023
Picking health insurance can be tricky: 6 key terms to know – CNBC10/24/2023
Six tips to navigate open enrollment season – Washington Post 10/11/2023
This account is like an ‘extra strength’ Roth IRA, advisor says. Here’s when to use it. CNBC 9/19/2023
Create a care plan for older parents (or yourself). NOCB 8/21/2023
Mastering this skill is the ‘hardest part’ of personal finance, advisors say. CNBC 5/29/2023
As part of the ‘cocktail culture,’ consumers are still splurging on dinner and drinks. CNBC 5/24/2023
More retirement plans will soon have annuity options amid what one money manager calls ‘the silent crisis of financial insecurity’. CNBC 4/20/2023
Here’s a decade-by-decade guide to building wealth. CNBC 4/7/2023
FDIC coverage limits may be raised above $250,000 again. How experts say you can have more of your deposits insured. CNBC 3/27/2023
Health Weighs on Financial Planning Beyond Just Insurance, FA Says. Financial Advisor IQ 3/24/2023
Most Medicare Advantage users are happy with their plan. What to do if you’re not. CNBC 3/2/2023
The Benefits of Working Part-Time in Retirement. Entrepreneur 3/1/2023
Expect to Live a Long Time? Plan for Rising Healthcare Costs. Barrons 2/10/2023
Annuity sales hit record last year, eclipsing sales during 2008 financial crisis amid fear, higher rates CNBC 2/2/2023
Medicare users still have time to change, drop 2023 Advantage Plan coverage. What to know CNBC 1/30/2023
2022
Your Health, Your Money CNBC Financial Advisor Summit 12/6/2022
6 health insurance terms you need to know as open enrollment begins CNBC 11/6/2022
‘Ugly times’ are pushing record annuity sales. Here’s what you need to know before you buy CNBC 10/26/2022
Tough Times Call for New Playbook, Experts Say Investopedia 10/20/2022
Inflation Is Causing Gen X to Cut Back — but Not on Saving for Retirement Money 10/20/2022
How to protect your personal finances from natural disasters CNBC 10/3/2022
Jobs, home prices and market volatility are among clients’ big concerns right now, advisors say CNBC 10/3/2022
Here’s how to weigh whether a health savings account makes sense for your 2023 insurance coverage CNBC 9/13/2022
How Advisors Can Help Clients With a Terminal Illness ThinkAdvisor 9/8/2022
Parents face 529 plan losses as tuition comes due Yahoo! Money 8/13/2022
How to manage stress about money while you’re in college CNBC 8/9/2022
5 Tips to Help You Retire in a World of High Inflation and Shaky Markets Money 8/8/2022
65% of Americans earning $100,000 or more are ‘very concerned’ about inflation, new CNBC poll finds CNBC 7/11/2022
Now is a good time to buy this inflation-indexed savings bond The Washington Post 6/28/2022
Here’s what you need to know about your student loans — before it’s too late CNBC 3/24/2022
If you’re nearing retirement, be sure you’re managing this big risk CNBC 3/1/2022
When a Diagnosis Demands a Long-Term Money Strategy New York Times 1/14/2022
If you are quitting a job amid the ‘Great Resignation,’ here are some options for health insurance CNBC 1/13/2022
2021
Paying for Long-Term Care
Morningstar 9/22/2021
How Financial Advisors Can Help Families Navigate Alzheimer’s
Barron’s 2/5/2021
How to manage your money, boost your savings and start investing
CNBC 3/19/2021
Short selling a stock is a ‘foolish risk’ for the average investor, says CFP: Here’s why
Acorns.com 1/27/2021
2020
Forget what you’ve heard. Here are the new rules for post-pandemic retirement
The Washington Post 5/4/2020
Financial pros offer smart investment tips during the coronavirus crisis
CNBC 4/21/2020
Four steps you can take to safeguard your retirement savings from this risk
CNBC 1/31/2020
It Looks Like Health Insurance, but It’s Not. “Just Trust God,” Buyers Are Told.
The New York Times 1/2/2020
2019
How physicians should tackle their toughest money decisions
Medical Economics 9/30/2019
McClanahan: ‘There’s More to Money Than Just the Numbers’
Morningstar.com 5/29/2019
Here’s how advisors help clients stay on top of health-care costs in retirement
CNBC 5/29/2019
Advisors help clients tackle the complexities of Social Security
CNBC 5/1/2019
“You’re Just Peeing Out a Lot of Money.” This Is the Real Way You’re Flushing Your Retirement Savings Down the Drain
Money 4/18/2019
How to save for the future when it’s uncertain
CNBC 4/4/2019
I’m 35 and have nothing saved for retirement. Should I be worried?
The Washington Post, 1/7/2019
2018
How to shockproof your retirement health care costs
Reuters, 7/11/2018
Can’t agree on investing style? How couples can marry their financial goals.
USA Today, 7/7/2018
This is how it feels to be a millionaire and still feel broke
Washington Post, 4/19/2018
Advisors agree with Buffett: Don’t waste your hard-earned cash on bitcoin
CNBC, 3/19/2018
If you’re expecting a long life, take time to adjust your financial plan
CNBC, 1/13/2018
2017
Estate Planning: How to ‘death clean’ your finances
USA Today, 12/29/2017
Don’t get paralyzed by open enrollment – just do it
Washington Post, 11/14/2017
Why Clients’ Drug Problems are Your Problem
Barrons, 11/13/2017
These 5 medical services will put a dent in your savings
By Darla Mercado, CNBC, 29th April, 2017
Should you rent or own a home in retirement?
By Michelle Singletary, CNBC, 24th April, 2017
Turning 70 1/2? Prepare to tap into your retirement accounts
CNBC, 2/23/2017
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