Press Contributions
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
2020
2019
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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