Press Contributions

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