Press Contributions

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



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


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






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