Media Mentions
March 15, 2023 – How To Protect Your Money With Banks Facing Turmoil
March 2, 2023 – Is it Fair For A Financial Advisor to Charge 1.6%?
February 8, 2023 – Suze Orman Says This Mistake Can Cost You Tens of Thousands of Dollars
February 2, 2023 – I Bond Sales Topped 4.2 Billion for Best January on Record
December 21, 2022 – Year-end Financial Moves to Make the 2023 Tax Season Easier
December 21, 2022 – Year-end Financial Moves to Make the 2023 Tax Season Easier
November 18, 2022 – Reselling Talyor Swift Tickets? You’re Going to Have to Pay Taxes
October 27, 2022 – Does This GDP Report Mean We Avoided a Recession?
September 26, 2022 – Four Ways to Save Money on Car Insurance as Rates Rise
July 20, 2022 – Inflation or Recession: Which Should You Fear More?
May 10, 2022 – It Doesn’t Make Sense to Pay Student Loan Debt Now
April 18, 2022 – Mortgage Rate Spike Changes House-Hunting Strategies
April 12, 2022 – Does a 19-Year Old Really Need A Financial Advisor?
March 16, 2022 – Is Gamification of Investing Hurting Investors?
January 25, 2022 – To Counter Inflation, You’ll Need to Do More Than Switch Brands
January 12, 2022 – Should you be worried about interest rates going up? It’s complicated
November 19, 2021 – How to Replace the 60/40 Portfolio (or Not): Advisors’ Advice
October 13, 2021 – How to make a financial plan for one & avoid the ‘single penalty’
September 29, 2021 – These new homebuying startups help you outbid all-cash offers
September 14, 2021 – What to Tell Young Clients on FIRE to Retire: Advisors’ Advice
August 27, 2021 – Tired of being on camera? You’re not alone
