In the News

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Recent Articles And Appearances:

8 Myths About Social Security

How to Avoid ‘Portfolio Panic’ During Difficult Markets 

Reducing your chances of an IRS audit in 2020: The Times of Trenton

5 smart ways to invest your tax return: The Times of Trenton

Smart money moves for 2020: The Times of Trenton

7 Things You Probably Didn’t Know a Financial Planner Could Do For You: Business Insider

Lifestyle Creep – what it is and how to avoid it : The Times Of Trenton

Retirement Plans That Might Not Pan Out : The Times of Trenton

How to Avoid Running out of Money in Retirement: The Times of Trenton

Teaching Children Good Money Habits: The Times Of Trenton

With Rates Climbing Higher – Is It Too Late to Refinance High Interest Debt?: The Times of Trenton

Recession Signals to Keep an Eye On: The Times of Trenton

What Is The Average 401(k) Return? U.S. News

5 Smart Ways to Feel Secure in Retirement: The Times of Trenton

4 Ways Real Estate Can Turbocharge Your Retirement Income: Quoted in CNBC

How Does the Trump Retirement Security Executive Order Impact You?: The Times of Trenton

Should You Consider a Donor-Advised Fund?: The Times of Trenton

Preparing Young Beneficiaries to Handle an Inheritance: The Times of Trenton

Money Apps That Can Help Transform Your Personal Finances: The Times of Trenton

Boost Your Credit Score with These Tips from Personal Finance Experts: Quoted in Newsday

7 Myths About Social Security: Quoted in U.S. News and World Report

Time to Revisit Your Cash Strategy: The Times of Trenton

8 Retirement Planning Red Flags: Quoted in U.S. News and World Report

Smart Ways to Buy Depreciating Assets: The Times of Trenton

The 5 Biggest Financial Mistakes Small Business Owners Make: The Times of Trenton

Critical Steps to Take Before Choosing to Retire: The Times of Trenton

Financial Considerations for Age Gap Marriages: The Times of Trenton

New Gift Tax Rule Applies for 2018: The Times of Trenton

10 Key Habits of World-Class Money Savers: Quoted in The Street

Financial moves to make after
tying the knot: 
The Times of Trenton

What to Do With an Unexpected Windfall in Retirement: Quoted in U.S. News and World Report

Why Small-Business 401k Plans are Worth the Effort for Advisors: Quoted in Paychex

Cash balance plans explained:
The Times of Trenton

Is There a Credit Card War Brewing as Consumers Pump Up Plastic Usage?: Quoted in The Street

Pros and Cons in Paying a Child’s
Student Loans: 
Quoted in USA Today

Avoid this common financial mistake:
The Times of Trenton

Strategies to sidestep capital
gains taxes:

You can build that critical emergency
fund: Here’s how:
 Special to Newsday

6 retirement roadblocks you may

6 Questions to Ask When Your Company
Changes Its 401(k):

U.S. News and World Report

5 tips to consider before buying
your 1st home:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Sources: Federal Reserve, Primary Mortgage Market Survey Freddie Mac

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