Media
FEATURED IN
2025
2024
October 6, 2025 - 6 things to do after a job loss to steady your family’s finances (Greenlight)
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October 3, 2025 - How Smaller Investors Can Join the IPO Club (Wall Street Journal)
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September 29, 2025 - Sports Tourism Is Winning Over Fans and Financial Planners (Travelbinger)
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September 12, 2025 - We asked 7 experts: 'What's happening with the economy?' (AOL.com)
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July 30, 2025 - 3 Downsides to Using Your 401(k) as a Rainy-Day Fund (NTD)
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July 11, 2025 - Wealthspan: Why Financial Vitality Is Part of Longevity (Super Age)
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June 11, 2025 - 3 High-Growth Tech Areas To Target for Client Portfolios (Investopedia)
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June 6, 2025 - 5 common investing myths — debunked (AOL.com)
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May 30, 2025 - How to Live Off Dividends in Retirement – or Not (U.S. News)
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February 27, 2025 - 9 Ways to Make Model Portfolios Work for Clients (Think Advisor)
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November 27, 2024 - Your Google Benefits & Career: Financial Planning for Employees and Executives (WealthTender)
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October 14, 2024 - The Most Important Investments for Clients in Their 20s (Think Advisor)
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June 8, 2024 - Personal-Finance Books to Put on Your Summer Reading List (The Wall Street Journal)
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May 21, 2024 - How Much of Your Paycheck Should You Save? (The Muse)
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April 25, 2024 - 9 Common Stock Market Myths Debunked (MSN)
March 27, 2024 - Your employer can now match your student loan payments to your 401(k), but it may not be right for everyone (Business Insider)
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March 14, 2024 - The 20 highest-dividend stocks of the decade (FinancialPlanning)
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March 11, 2024 - Emergency expenses will happen. Try these strategies if you don’t have the cash on hand (CNN)
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March 9, 2024 - 5 Reasons To Stop Dining Out (Yahoo Finance)
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February 29, 2024 - Can You Pay Property Taxes With a Credit Card? (U.S. News)
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February 8, 2024 - You’ll find plenty of CDs touting rates above 5% — but here’s a ‘very real risk’ you should consider (MarketWatch)
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January 10, 2024 - 11 newly approved bitcoin ETFs start trading today—but experts say to ‘approach with caution’ (CNBC)
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