Media Mentions

May 15, 2025 – 7 Streaming Services Compared. Are You Paying Too Much?

May 5, 2025 – How to Retire When You Own a Business

April 28, 2025 – What No One Tells You About Retiring Alone

April 24, 2025 – How Much is the Average Inheritance? It’s More Than You Think.

January 8, 2025 – 4 Things Gen Xers Should Sell Now To Boost Their Retirement Savings

December 13, 2024 – Direct Investor Platforms Grow as Wirehouses Shrink

December 5, 2024 – What to Do When Budget Mistakes Force You to Downsize

December 4, 2024 – How Long Does Life Insurance Take to Pay Out?

December 4, 2024 – Finding the Best Life Insurance for Seniors

Nov. 18, 2024 – How to Get a Personal Loan With Bad Credit

November 8, 2024 – What the Fed’s Interest Rate Cuts Mean for Your Money

August 28, 2024 – Is Life Insurance Tax Deductible?

August 28, 2024 – Expert Advice on the Best Life Insurance for 50-Year Olds

March 1, 2024 – Bitcoin will soon be “halved” — what this means for price

February 15, 2024 – Here’s how much money you’d have if you invested $1,000 in bitcoin 10 years ago

September 21, 2023 – 6 Money Moves to Make When You Save Your First $1M

July 29, 2023 – How High Will CD Rates Go In 2023?

June 14, 2023 – Could CD Rates Hit 6% After Today’s Fed Meeting?

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

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
