Media Mentions

December 7, 2024  – 4 Million People Could Get Priced Out of Health Insurance if Coverage Doesn’t Act

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 

July 31, 2024  – The Fed has signaled it will cut rates soon.  Here’s what to do with your savings (and debt) before then

July 25, 2024  – After a broken hip, I want to get a clear financial picture of the future.  But how?

July 23, 2024  – What You Need to Know About Donating to Presidential Campaigns

May 21, 2024  – CD Interest Rate Forecast for Summer 2024:  Everything Experts Predict

May 18, 2024  – Managing an Inheritance:  When ‘Mom’s Money’ Becomes Yours

May 7, 2024 – Social Security is still in trouble.  What should advisors tell their clients?

April 16, 2024  – I talked to two different advisors, and one recommended indexed universal life (IUL) insurance.  What now?

March 7, 2024 – How to get a business credit card

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

January 10, 2024 – 11 newly approved bitcoin ETFs start trading today – but experts say to ‘approach with caution’

December 23, 2023 – I’m 57 and own a home, but have a low income.  Who can help me secure my financial future?

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?

May 12, 2023 – EVs, Heat Pumps, & Solar Panels:  What Advisors Say About New Tax Credits

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 22, 2022 – Student Loan Borrowers Aren’t Waiting for Biden’s Promised Relief

July 20, 2022 – Inflation or Recession:  Which Should You Fear More?

May 13, 2022 – 6 Questions to Ask Your Financial Advisor as Stocks Continue to Tumble

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?

March 11, 2022 – How To Stay on Budget As Inflation Makes Basic Necessities More Expensive Than Ever

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

December 13, 2021 – Here’s what 8 financial planners say you should do with your money during inflation

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

September 13, 2021 – Is Your House Worth the Mortgage? 10 Ways to Know If You’re Getting Your Money’s Worth

August 27, 2021 – Tired of being on camera?  You’re not alone

July 26,2021 – How to be Good at Collectibles

May 9, 2021 – Is the Housing Boom a Bubble?

April 24, 2021 – A capital gains tax hike might sink stocks. Here’s how financial advisers and their clients can stay a step ahead.

April 1, 2021 – Advisors Position Clients To Capitalize On Changes From Washington

March 20, 2019 – Christopher Diodato, CMT, CFA Awarded 2019 Charles H. Dow Award