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In the News

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Recent Articles And Appearances:

With College Expenses Rising Parents And Students May Need To Rethink Their Approach

An Increased Number Of Parents Are Endangering Retirement To Financially Support Their Adult Children

Overcoming Common Retirement Misconceptions

With Property Values Up, Is Now The Time To Consider Downsizing Your Home?

Protecting Your Loved Ones With Life Insurance

Consider These Mid-Year Money Moves

Financial Rules Of Thumb To Consider Breaking

Managing Your Own Personal Debt Ceiling

9 Of The Biggest Financial Mistakes To Avoid

The Impact Of Age Differences On Your Financial Planning

Should You Invest In A Second Home

Don’t Wait for Retirement To Begin Living Your Best Life

With Interest Rates on The Rise, Should You Purchase or Lease Your Next Vehicle?

How To Help Aging Parents with Financial Management

Smart Money Moves For 2023

Year-End Tax Loss Harvesting May Help Reduce Tax Liability

New Gift Tax Rule Will Apply For 2023

Key Personal Finance Statistics You Should Know (But Probably Don’t)

Renting versus Buying in Today’s Housing Market

Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events

4 College Planning Mistakes to Avoid

With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy for Cash Reserves

Address Economic Uncertainty with Defensive Financial Planning

How to Avoid Running out of Money in Retirement

How to Prepare for the Next Economic Slowdown

Money Issues and Marriage

10 Transformational Money Habits You Should Consider

Recession Signals to Keep an Eye On

How to Prioritize Your Financial Life

Tax Scams are on the Rise this Tax Season

How to Avoid Emotional Investment Mistakes During Difficult Markets

5 Wise Ways to Use Your Tax Refund

Federal Reserve Signals Interest Rates are Moving Higher – What Should You Do About Your Debt?

Smart Money Moves for 2022

Don’t Let Holiday Spending Derail Your Financial Goals

Money Moves to Make at Every Age (Part 2: 50s & Beyond)

Money Moves to Make At Every Age (Part 1)

Does House Flipping Work in Today’s Market?

5 Surprising Retirement Statistics and How to Address Them

5 Strategies to Feel More Secure About Your Retirement

Protect Yourself from Financial Uncertainty That May Impact Your Life

How to Avoid the Most Common Mistakes Made by Small Business Owners

Is a Roth 401(k) Better than a Traditional 401(k)?

Choosing the Right Executor for Your Estate Plan

Unclaimed Property Reaches a Record $58 Billion – How to Know If You or Your Family are Impacted

Helping Beneficiaries to Avoid Mistakes with an Inheritance

Is a Perfect Credit Score Possible?

Money Moves to Make After Tying the Knot

Preparing Your Finances for a New Child

Rebalancing After the Rally – Is it Time to Review Your Allocations?

Restricted Stock Unit Strategies

Cash Balance Plans – How Business Owners Can Supercharge Savings

Portfolio Pitfalls to Avoid

How to Prepare Your Finances and Your Portfolio for the Unexpected

IRA Strategies for Tax Season

IRA Strategies for Tax Season

Retirement Strategies to Address Higher Costs of Living

Important Strategies for First Time Homebuyers in a Red-Hot Market

Smart Money Moves for 2021

The 3 Most Common Financial Regrets

6 Mistakes to Avoid When Considering Divorce

5 Signs You Are Ready to Retire Early

Protecting Your Finances from the Unexpected

Take Advantage of Tax-Loss Harvesting Opportunities In 2020

Protecting Your Loved Ones with Life Insurance

10 Strategies to Improve Your Credit Score

Is It Time to Consider “Right-Sizing” Your Home?

5 Strategies to Prevent Outliving Your Money

Important Strategies to Help Simplify Your Estate Planning

With Mortgages Reaching Record Lows, is it Time to Refinance?

What Shape Will Our Economic Recovery Look Like?

What You Need to Know About Life Insurance and Covid-19

Tax Planning Strategies to Consider in The Post-Covid Economy

Navigating the Cares and Secure Act Ira Distribution Rule Changes for 2020 And Beyond

Coronavirus Mortgage Relief Options to Consider

What You Need to Know About The $2 Trillion Cares Act

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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