Press Contributions
Life Planning Partner’s contributions to printed and online financial planning articles
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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